[var] => content
[type] => preview
[var] => cut_url
John Mark R.
Triq Salvu Busuttil
manager with taxation, trusts, life insurance and sales experience.
Computer programming skills
Sales and Sales Management
August to date
GlobalCapital – Head of Financial Planning/Head
After leaving The Hartford to start a
new career in Malta with my family, I was appointed by GlobalCapital
as Head of Private Clients. Within weeks my responsibility had quadrupled
to encompass the whole of the Investment Division, with a €,,
asset responsibility. months on I became responsible for the
entire life company sales force in addition. Reporting line
Reason for leaving, year contract came
to an end.
Responsible for the management
and leadership of the Investment Financial Planning team, of up to
licensed investment advisers and Private Client Managers. life insurance
sales staff, support staff, and Sales training manager.
Since taking on responsibility
for life insurance, sales increased by % and production per person
up by %.
Holding a full license to provide
financial advice from Malta Financial Services Authority, in life, investments
and savings, passing all internal conversion tests. MFSA modeled on
The Hartford Major US and international
investment and insurance group. – Advanced Solutions Consultant.
Advanced solutions specialist
bringing new product to IFA market. Working with Six Sales Consultants
to develop their territory to deliver key target objectives. Specialist
role for Pensions and Investments, trusts and tax vehicles.
Territory All of Midlands,
North London and Thames Valley and East Anglia.
On target performance, regarded
as the top member of the team.
Personally presented to the
chairman of the Hartford Group Fortune company.
March to December
Lifetime Group, Marketing and Business
Responsible for the direction
of sales focus to achieve business plan of many billions. Held
a senior start up role.
Promoting and preparing the
Wrap portfolio for launch with IT and operations staff.
Presentations across the country
at board and director level to National and Regional advice distributor
Millfield Partnership Ltd, leading financial
advice firm. Sales Project Development Manager.
Developing the distribution
strategy for the company locally and nationally.
Point of technical reference
for interpretation of compliance and tax and product issues into client
friendly presentation material.
Direct contact with Advisers
to provide training, reassurance and gain feedback on the progress of
Confidentially and swiftly
preparing reports for the Board.
Personally building and maintaining
database systems used in head office and nationally controlling
people and coordinating training and competence, debts and sales statistics.
Designed, programmed and delivered
a Suitability Letter writing system, used by over advisers saving
time, costs, risk and increasing turnover by over £m per year.
Various positions and locations within
NatWest Bank. Became an Independent Financial Adviser in .
Last position held – National Development
Manager for Independent Financial Services, RBS.
technical knowledge and training and competence skills needed in a largely
autonomous role demanding accuracy, attention to detail, strategic planning
and regulatory knowledge.
National Responsibility for
Business Development and growth. Turnover increased from £M
to £M for National team of .
Moved from loss making to profit
Recruited advisers nationally.
Establishing and producing
quarterly training events for sales staff.
Regarded as the prime contact
for expatriate and UK taxation queries, helping set up the NatWest expatriate
From roles to Senior Manager
level with the Nat West Financial and Investment Services Taxation Department,
in Branches at Birmingham, Chelmsford, Worthing, Manchester and Nottingham.
Taxation, trust and Pensions experience, with GCT, IHT and company taxation.
Dealing with high worth and expatriate clients. Exclusively dealt
with expatriate clients for years
This led to management responsibility
for staff and client files and the business process.
Date of Birth th March
Institute of Bankers Taxation Diploma,
of Taxation ATII Intermediate
Full Financial Planning Certificate all parts
Advanced Financial Planning
Certificate Supervision and Sales Management H
in Microsoft Office suite including programming in Visual Basic and
Fully licensed to provide
advice in investments and Insurance by Malta Financial Services Authority
Basic French, basic Maltese.
Cricket, Skiing, DIY, Cars, Travel, Photography, Computers,
Member of British Resident Association
of George Cross Island Association.
of Malta Cricket Association.