Rob Cleverly Email
Senior Compliance Manager @ 2plan wealth management Ltd
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Rob Cleverly Location
- United Kingdom
Rob Cleverly Work
- 2025 -now Senior Compliance Manager @
- 2023 -2024 Head of Compliance @
- 2020 -2023 Compliance Director at Armstrong Watson @
- 2017 -2020 Business Assurance - Senior Manager @
- 2015 -2017 Compliance Manager @
- 2014 -2015 Operational Guidance Manager @
- 2011 -2014 Compliance Policy Manager @
- 2010 -2011 Investigations Team Manager @
- 2007 -2010 Quality and Process Manager @
- 2005 -2007 Quality and Process Officer @
- 2002 -2005 Complaints Officer @
- 2000 -2002 FSAVC Review Co-ordinator @ DBS
- 1999 -2000 Pension Review Co-ordinator @ DBS
Rob Cleverly Education
- The University of Huddersfield
Bachelor of Science (B.Sc.) (Geography)
1994-1997 - John of Gaunt School, Trowbridge 1987-1994
Rob Cleverly Skills
- Pensions
- Financial Services
- Investments
- AML
- Insurance
- Stakeholder Management
- Risk Management
- Relationship Management
- Change Management
- Financial Risk
- Wealth Management
- Financial Planning
- Mortgage Lending
- Income Protection
- Retirement Planning
- Leadership
- Business Development
- Process Improvement
- Microsoft Excel
- Manufacturing
- Project Management
- Research
Rob Cleverly Summary
- Rob Cleverly, based in United Kingdom, is currently a Senior Compliance Manager at 2plan wealth management Ltd. Rob Cleverly brings experience from previous roles at Sesame Bankhall Group, ARMSTRONG WATSON FINANCIAL PLANNING LTD and Brown Shipley. Rob Cleverly holds a 1994 - 1997 Bachelor of Science (B.Sc.) in Geography @ The University of Huddersfield. With a robust skill set that includes Pensions, Financial Services, Investments, AML, Insurance and more. Rob Cleverly has 2 emails on RocketReach.
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