Marcus Ball Email
Senior Operations Manager - Claims Processing @ Financial Services Compensation Scheme
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Marcus Ball Location
- Newcastle upon Tyne, GB
Marcus Ball Work
- Senior Operations Manager - Claims Processing @ (January 2024 - Present)
- Operations Manager (Interim) @ (January 2023 - January 2024)
- Investment Team Manager - Technical Claims Team @ (August 2020 - January 2023)
- Investment Technical Claims Specialist (Reviewer and QC) @ (August 2019 - August 2020)
- Company Director @ Selva Wealth Consultants Limited (February 2016 - February 2021)
- Quality Operations Lead (QA and Outcome Testing) @ (January 2018 - June 2019)
- Team Manager (Insurance Complaints) @ (January 2017 - December 2017)
- QCF Level 4 Accredited File Reviewer @ (June 2016 - December 2016)
- QCF Level 4 Business Review Manager @ (February 2016 - June 2016)
- Financial Planning Manager @ (August 2015 - February 2016)
- Independent Financial Adviser @ (September 2014 - August 2015)
- Premier Relationship Manager (Regulated) @ (September 2013 - August 2014)
- Senior Commercial Premier Manager (Non-Regulated) @ (July 2010 - August 2013)
- Senior Premier Manager (Regulated) @ (December 2007 - July 2010)
- Financial Planning Manager @ (October 2006 - December 2007)
- Financial Advisor @ (April 2005 - October 2006)
Marcus Ball Education
- AXELOS
(Prince2 Foundation Certificate in Project Management)
2019-2019 - The Chartered Institute for Securities & Investment (The CISI)
(Certificate in Combatting Financial Crime)
2019-2019 - The Chartered Insurance Institute
(Certificate in Advanced Mortgage Advice)
2018-2018 - The Chartered Insurance Institute
Certificate in Regulated Financial Services Operations
2018-2018 - The Chartered Insurance Institute
(Award in Pensions Update)
2017-2017 - The Chartered Insurance Institute
(Certificate in Investment Operations)
2017-2017 - The Chartered Insurance Institute
Certificate in Discretionary Investment Management
2016-2016 - The Chartered Insurance Institute
Regulated Diploma in Financial Planning
2013-2013 - The Chartered Insurance Institute
Certificate in Equity Release
2009-2009 - The Chartered Insurance Institute
Award in Long Term Care Insurance
2009-2009 - The Chartered Insurance Institute
Certificate in Mortgage Advice
2006-2006 - The Chartered Insurance Institute
Financial Planning Certificate
2005-2005 - University of Gloucestershire
Bachelor of Science (BSc) (Sports Science & Leisure Management)
1998-2001 - Richmond School, North Yorkshire 1992-1998
Marcus Ball Skills
- Banking
- Savings
- Retail Banking
- Insurance
- Financial Planning
- Credit
- Mortgage
- Protection
- Investments
- Retirement Planning
- Wealth Management
- Pensions
- Portfolio Management
- Customer Service
- Inheritance Tax Planning
- Financial Advice
- High Net Worth Individuals
- Strategic Financial Planning
- Estate Planning
- Retirement
- Investment Advisory
- Wealth
- Relationship Management
- Financial Services
- Income Protection
- Financial Advisory
- Wealth Management Services
- Mortgage Lending
- Critical Illness
- Cross Selling
- Compliance Remediation
- File Review
- Business Relationship Management
- Compliance
- Remediation
- Team Management
- Microsoft Office
- Business Development
- Healthcare
- Microsoft Word
Marcus Ball Summary
- Marcus Ball, based in Newcastle upon Tyne, GB, is currently a Senior Operations Manager - Claims Processing at Financial Services Compensation Scheme. Marcus Ball brings experience from previous roles at Financial Services Compensation Scheme and Selva Wealth Consultants Limited. Marcus Ball holds a 2019 - 2019 AXELOS. With a robust skill set that includes Banking, Savings, Retail Banking, Insurance, Financial Planning and more. Marcus Ball has 2 emails on RocketReach.
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