1. Chris Batton
Address: 27 St Nicholas Place Mobile: 07782 400 576
Emerald Quay Email: palolem1@hotmail.co.uk
Shoreham by Sea Licence: Full Driving Licence
BN43 5JR DOB: 12 May 1964
Experienced in the finance and financial services industries; corporate & retail banking, skills include; man
management, sales, business development, account management, recruitment, negotiation, corporate / personal
lending, insolvency asset realization and recovery work. Equally adept working in the field or from an office base
(both face to face and telephone). Experience covers in developing business from the intermediate marketplace in
the field of complex buy to let / alternative finance. Self-motivated, industrious, meticulous and loyal employee
who has successfully recruited, managed and driven teams for the last 25 years. An effective staff coach /
motivator, an excellent interviewer with communication / presentation skills both written and verbal to executive
board level in a multi-national company. Associate of the Institute of Professional Will Writers and Certificate in
Mortgage Advice (level 3 CII Mortgage Advice) and Equity Release (IFS Cert CeRER). Competent mortgage /
protection compliance file checker.
Further Attributes / Skills:
• Provider of first class customer service through understanding customer needs / expectations.
• Self analytical in terms of performance and committed to Continuing Professional Development.
• High levels of accuracy and attention to detail.
• Team player highly driven towards organisational goals.
• Experienced in staff appraisal systems, staff development and coaching under-performers.
• Proven in process improvement and internal compliance.
• Activity focused with ongoing daily self imposed activity targets
• Experienced in Networking / Exhibition Stands / Trade Fairs
Achievements Operational:
• 2012: Set up from scratch a telesales function within Platinum Wealth Group with both a business to
business and business to customer focus. Established by setting up and chairing a project group initially to
brainstorm requirements and delegate duties. Then took responsibility for recruitment / dismissals and
the day to day management of target groups and activity levels / performance reviews / Management
Information. Outcome; lead supply of Business Head Relevant Life Insurance appointments for Financial
Planners / Mortgage & Protection Advisers together with financial review appointments for the team.
• 2010: Organised exhibition stands at Olympia / Birmingham NEC to deliver financial services and tax
efficiency products to the professional landlord show attendees and manning the stand in person (with 2
others) monitoring the monetary response in management information spreadsheets.
• 2000 – 2005: Secured and managed the ongoing account relationship with numerous national & provincial
clients for recruitment purposes with zero account attrition.
• 1993 - 1999: Assisted (with one other) the set up of a Regional Corporate Debt Recovery Department in
the South East for Barclays Bank. Responsible for recruitment, training and management of the first team
to go live in the department before recruiting the team managers for 3 additional teams and overseeing
their mirroring of Team 1’s model. 1995 Top Corporate Recovery Analyst in South East of England (Barclays
Bank) with £2.5m dormant debt recovered – the Department was the top performing department in the
country.
• 1992: Seconded to a national working party charged with re-designing the national staff appraisal system
in Barclays Bank retail banking division.

2. • 1988 - 1992: Recruited a sales team of 30 that went on to become the top performing Sales Office in the
Country 4 years running - prior to appointment the branch finished in the bottom 3 in the national league
table (out of 120 participating offices).
Achievements Monetary:
• 2015: £7.5m commercial & residential property finance lending 100% self-generated.
• 2014: £6m commercial & residential property finance lending 100% self-generated.
• 2013: £5.5m commercial & residential property finance lending 100% self-generated.
• 2012: £5m commercial & residential property finance lending 100% self-generated. Top 10 performer (45
advisers), top in the mortgage adviser team for Wealth Management sales, convention qualifier.
• 2011: £5.5m commercial & residential property finance lending 100% self-generated. Top 10 performer
(45 advisers), top in the mortgage adviser team for Wealth Management sales, convention qualifier.
• 2010: £5m commercial & residential property finance lending 100% self-generated.
• 2009: £5m commercial & residential property finance lending 100% self-generated.
• 2008: £4m commercial & residential property finance lending 80% self generated.
• 2007 – 2008: Recruited / trained 8 mortgage broker / administrative staff into Platinum Wealth Group.
• 2007: £2.3m commercial & residential property finance lending 100% self-generated.
• 2005: 6 months self-generated recruitment fee income - £47,000.
• 2004: 12 months self-generated fee income (whilst Operations Director) - £61,000.
• 2003: 12 months self-generated fee income (whilst Operations Director) - £48,000.
• 2002: 12 months self-generated fee income (Head Hunting) - £121,000.
• 2001: 12 months self-generated fee income (Head Hunting) - £87,000.
• 1994: Personal recovery - £5.7m dormant corporate debt.
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Career History:
06/2016 Chris Batton Financial Solutions Independent Mortgage & Protection Broker
• Mortgage, Equity Release and associated product advice (Protection / GI / Conveyancing / Wills /
Commercial, Development & Bridging finance / Secured Loans).
• Reason for considering leaving – autonomy of running my own practice.
10/2012 Touchstone Sussex Independent Mortgage & Protection Broker / Will Writer
• Mortgage and associated product advice (Protection / GI / Conveyancing / Wills / Commercial,
Development & Bridging finance / Secured Loans) through lead purchase and referrals.
• Reason for considering leaving – career progression and a return to an employed role.
8/2005 to 09/2012 Platinum Wealth Group Independent Mortgage & Protection Broker / Will Writer
• Mortgage and associated product advice (Protection / GI / Conveyancing / Wills / Commercial,
Development & Bridging finance / Secured Loans) through lead purchase and referrals.
• Packaging cases for both Commercial & Residential mortgage business.
• Assisted with formalising compliance procedures for brokers including the implementation and training of
brokers on the software system Mortgage Keeper / The Key and basic knowledge of Intelligent Office.
• Recruitment of Brokers and the training of new recruits / trainees.
• Set up and management of a telesales department.
• Management of the mortgage administration and compliance team.
• Reason for leaving – Company Closure.

3. 6/2000 - 8/2005 Trading Places Recruitment Operations Director
• Assisted in the incorporation / branding of the company to 1st
year turnover of £220,000 rising to
£500,000+ at closure.
• Ran a search & select consultancy desk in conjunction with the operations role.
• Account Management negotiated recruiting contracts and managed ongoing relationships with national
and multi-national clients.
• Recruited, trained and managed new recruits including coaching to better performance, counseling /
disciplining employees.
12/1980 - 6/2000 Barclays Bank PLC Corporate Business Manager
• 1997 - 2000 Corporate Business involving lending to Corporate Clients and Corporate Rescue. Head Office
departmental role assessing lending requests outside of branch lending limits, the feasibility of extending
borrowing facilities and Corporate Intensive Care (revive or close down and debt recovery by realising the
security). Written recommendations direct to the credit committee at executive board level.
• 1994 - 1997 Helped set up the South East Regional Debt Recovery Department from scratch - recruited,
trained and built the team up to a team of 32 analysts who were to tackle the recovery of the debts of
closed down business borrowers.
• 1992 - 1994 Personal Lending Manager with a lending mandate of £25,000 - unsecured. Client portfolio of
800. Sales in personal loans, protection, mortgage and savings products.
• 1988 - 1992 Student & Graduate Account Manager with a lending mandate of £10,000 unsecured. Client
portfolio of 1000 students / graduates. Sales in personal accounts / overdrafts / professional study or
graduate loans, protection, graduate mortgages and savings products. Staff recruitment and campaign
management.
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Examinations:
Current Studies: Level 4 Diploma in Regulated Finance
Future Planned Studies: Level 4 Diploma in Advanced Mortgages
Chartered Insurers Institute: Certificate Chartered Insurance Institute Mortgage Advice (CF1 & CF6)
Certificate in Regulated Equity Release
Diploma in Regulated Financial Planning passed RO5 (Protection)
Chartered Institute of Bankers: Modules; Law Relating to Banking, Accountancy, Investment
& Nature of Management
BTEC: National Certificate in Business Studies
School Education: 8 O’levels / CSE’s