Head of Adviser and Client Support @ (December 2021 - January 2025)
Digital Strategy Lead @ (May 2021 - December 2021)
Lead Specialist, External Readiness. Platform Transformation Programme. @ (February 2018 - May 2021)
Sales Development Manager , Adviser Sales Centre @ (November 2012 - February 2018)
Sales Consultant @ (February 2003 - November 2012)
Office Based Consultant @ (February 2005 - September 2008)
Trainee Sales Consultant @ (February 2003 - January 2005)
Sales Support @ (January 2000 - January 2003)
New Business Administrator @ (September 1998 - December 1999)
Chris Everett Education
Itchen College 1996-1998
Brookfield 1991-1996
CII
CertFP
Chris Everett Skills
Pensions
B2B
Management
Wealth Management
Financial Services
Relationship Management
Financial Advisory
Risk Management
Sales Operations
Portfolio Management
Retirement
Mutual Funds
Sales
New Business Development
Stakeholder Management
Strategic Financial Planning
Retirement Planning
Wealth
Investments
Inheritance Tax Planning
Business Relationship Management
Investment Strategies
Income Protection
Critical Illness
Asset Allocation
Investment Advisory
Savings
Wealth Management Services
High Net Worth Individuals
Protection
Alternative Investments
Insurance
Investment Management
Life Insurance
Financial Planners
Financial Planning
Project Management
Business Development
Chris Everett Summary
Chris Everett, based in Barton on Sea, GB, is currently a Senior Relationship Manager at Quilter. Chris Everett brings experience from previous roles at Quilter. Chris Everett holds a 1996 - 1998 Itchen College. With a robust skill set that includes Pensions, B2B, Management, Wealth Management, Financial Services and more. Chris Everett has 2 emails on RocketReach.
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