1. CURRICULUM VITAE
Personal Details
Name: Paul Campion
Location: Altrincham, Cheshire
Contact Number: 07557-141796
Contact Email: Paul-camps@hotmail.co.uk
Nationality: British
Key Skills / Summary
A Finance and Banking Professional, DipFA MIFS qualified and with over 21
years' experience in the industry
Passionate about personal development and due to complete a Post Graduate
Certificate in Retail Banking in Jan 2015
A strong communicator, loyal, committed and passionate about delivering a first
class service for colleagues and customers alike
A highly motivated and experienced Risk & Sales manager with a proven track
record demonstrating a clear desire to deliver results to the highest standards
Expert at operating within a compliance framework and ensuring that both
regulatory and wider business risks are understood and accountable
Practical experience of developing and implementing change and able to
organise individuals and systems in order to achieve objectives
Committed to developing talent with a passion for his team through creating an
environment of personal ownership and continuous improvement in capability
Has maintained a culture throughout his career where colleagues take pride in
building deep and enduring ethical and professional relationships with customers
and ensuring they always deliver fair customer outcomes.
Qualifications
HND Business & Finance
3 A Levels
8 GCSE Levels
Level 4 Diploma (2011)
Postgraduate Certificate Retail Banking (2015)
UK Driving Licence
Employment History
Lloyds Banking Group
Regional Bancassurance
Support Manager
Jan 2014 - Present
2. CURRICULUM VITAE
Deputy to the Regional Manager in supporting the successful delivery of key
strategic change initiatives across the region to deliver improved business
performance and enhance profitability through regular 2nd line supervisor
activities of a Team of 8 Area Managers & 55 Consultants
Includes robust management of recruitment, control management of the
regional budget and driving cost efficient management practices
Developing wider relationships with colleagues and other stakeholders within the
business to help improve performance.
Key Achievements
Robust management of Risk agenda for the Region has resulted in very strong
risk scores across the whole region
Delivery of Regional Customer Outcome Training events to all Area Managers &
Financial Consultants in Scotland and the North West has resulted in improved
File Quality & Customer Outcomes
Recruited a new Area Manager and three Financial Consultants
Developed and coached 2 new Area Managers through to Competent Supervisor
Status in 2014
Successfully ensured that the Region’s Recruitment FTE target was met
Supported the launch of the Halifax in Scotland in 2014.
Halifax
Local Bancassurance Manager Feb 2010 – Dec 2013
Leading and performance managing a team of financial advisers to achieve
Sales, Quality and Service targets and accountable for Individual, Area, Regional
and Retail outlet objectives
Ensuring adherence to T&C Scheme and all other regulatory requirements
Preparing and delivering business plans to ensure agreed targets and objectives
Pro-actively promoting a 'high performance' culture via regular team and
individual coaching and influencing lead generators
Developing and maintaining effective working relationships across retail staff and
specialist colleagues to ensure successful collaborative working
Maintenance of knowledge of products, procedures and commercial changes
Consistent review and implementation of all set Key Performance Indicators
aligned to setting business and individual objectives.
Key Achievements
Inherited a newly created team in the Cheshire region in Feb 2012, which was
an amalgam of 3 previously separate teams, and the largest in the region
Managed the Team through a very difficult period of change when in October
2012 the Halifax ceased advising on investments and individuals were displaced
Was left with only 3 Advisers and tasked with the responsibility of rebuilding the
Team through recruitment and induction of five new advisers within 6 months
Despite all the changes the Area business & risk performance was top in
Northwest Region in 2013 & 5th in the National rankings
Following a National restructure was asked to take on a troubleshooting role as
LBM for Manchester Central, a historically difficult patch which had not hit target
for over 7 years despite the best efforts of the 5 previous LBMs
Challenged the existing culture of poor risk and business performance and
managed individuals to improved performances through strong leadership
Resulted in the team achieving a top National position on both business and file
quality from bottom 10% at the half year to top 15% at the end.
3. CURRICULUM VITAE
Halifax
Deputy Regional Bancassurance
Manager
2008 – 2010
Worked alongside the Regional Bancassurance Manager and supported him in
running the Region, specifically with recruitment & performance management as
well as driving the risk and sales agenda, before being asked to run the Region
full time from Oct 2009 to March 2010.
Key Achievements
Managed the Region for a period of 6 months when the RBM was absent
Received an 'Exceeding Expectations' appraisal grading in 2008 for strong
contribution to the region for successfully driving business & quality results
Member of the National LBM talent pool from 2007 onwards
Responsible for designing and delivering Sales Master class training course that
was rolled out to a Team of 12 LBMs and a salesforce of over 100 FAs
Resulted in increased sales of Investments and Protection for the region
Played a key part in the support of the LBMs and their Performance Management
helping them to improve the quality of the individuals in their teams
Played a key part in Regional Management Team meetings with the Regional
Director & Regional Mortgage manager to help set and drive one team initiatives
Responsible for writing and delivering a key speech at 2010 National Conference
for the Northwest & Northern Ireland Regional Team.
Halifax
Area Sales Manager 1997 – 2007
Promoted to first line Area Manager role and successfully managed teams of
regulated financial advisers throughout the North West during this period.
Key Achievements
Qualified for many National & Regional recognition events throughout this period
with the highlights being trips to New York & Prague
Proudest achievement was taking over and rebuilding an underperforming team
in 2005 by the use of effective performance management and recruitment
Resulted in the team achieving Key Achiever Status for 4 consecutive quarters in
2005 and 2006
Paul also qualified as a member of the Insight Key Achievers’ Partnership
A prestigious award for the most successful performers in the business.
Halifax Building Society
Financial Adviser 1993 - 1997
Joined the Halifax in 1993 and enjoyed a very successful 3 year period working as a
Financial Adviser in the Warrington Branch before being promoted in 1997.
Additional Information
