2020 -2023 Investment Team Manager - Technical Claims Team @
2019 -2020 Investment Technical Claims Specialist (Reviewer and QC) @
2016 -2021 Company Director @ Selva Wealth Consultants Limited
2018 -2019 Quality Operations Lead (QA and Outcome Testing) @
2017 -2017 Team Manager (Insurance Complaints) @
2016 -2016 QCF Level 4 Accredited File Reviewer @
2016 -2016 QCF Level 4 Business Review Manager @
2015 -2016 Financial Planning Manager @
2014 -2015 Independent Financial Adviser @
2013 -2014 Premier Relationship Manager (Regulated) @
2010 -2013 Senior Commercial Premier Manager (Non-Regulated) @
2007 -2010 Senior Premier Manager (Regulated) @
2006 -2007 Financial Planning Manager @
2005 -2006 Financial Advisor @
Marcus Ball Education
AXELOS 2019-2019
The Chartered Institute for Securities & Investment (The CISI) 2019-2019
The Chartered Insurance Institute 2005-2005
University of Gloucestershire 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 Richmond, 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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