Paul Whiteheadp.a.whitehead@hotmail.com

07738 003577|Flat 3, 15 Huskisson Street, Liverpool L87LN

Merseyside

Personal Statement

A dynamic business professional with over 25 years experience in business management, sales and training alongside a proven track record of success and progressive leadership. I derive genuine pleasure from transforming high potential staff into outstanding achievers, demonstrating the creativity critical to financial and operational success. Articulate, analytical and diligent, I am now seeking to utilize my extensive range of business, interpersonal skills and attributes within a management, sales and training role.

Career History 1980-81 -Self Employed Builder

1981-2006 CIS LIMITED –Financial Services Breakdown of career progression

1981-1984 Sales Representative - Burnley 1984-1986 District Inspector - Blackpool 1986-1989 Assistant District Manager – Ashton-under-Lyne 1989-1990 Regional Training Officer - Manchester 1990 -1992 Research and Development team leader, Head Office -

Manchester 1992 -1994 District Manager – Manchester South 1994 -2006 District Manager - Manchester

2006-2008 PPS - Plumbing & Property Services

Self-Employed sole traderRetrained as water plumberPassed Part P certificate for minor electrical installations

2008-2011 Unemployed April 2011-August 2011 Building Design & Installation August 2011-Jan 2012 Unemployed Jan 2012 – Oct 2012 - Retired Oct 2014 to present – Investment call handling

Key Skills

Staff Training Performance management

Recruitment Commercial awareness

1

Business development Customer relations

development Strategic planning Multi-level collaboration

Team building and staff retention

Coaching and mentoring Managing sales Working to budget

Personal Skills

Outstanding communication skills, both oral and written Proven ability to lead, motivate and build successful teams Energized by new challenges Expert presentation and negotiation skills Planning and goal setting Ability to train personnel and convey complex concepts in understandable

terms Strong record of outperforming sales quotas Success in developing new business Ability to maintain and strengthen customer relationships Ability to work within time-bound parameters

Career Achievements

1992-1994 Manchester SouthTook office from 23rd position out of 24 to top within one year

1994-2006- Manager Manchester District. Started with 24 sales representatives and 2 sales managers and built up to 49 sales representatives and 7 sales managers.

Managed wide ranging programme of rationalization to meet organizational requirements

Major Award winners throughout period at Manchester

Mayoral reception Brussels for Euro 2000; England v Germany

Launch of Platinum Bond; 1ST District to raise £1m – achieved within 2 weeks

Winners Dinners in London, Edinburgh, Dublin, Paris, Nice

CIS Management representative at Blackburn Rovers FC private box

Major charitable fundraiser for individual and corporate causes.

Selected to be the sole CIS representative to be involved in all aspects of production and final cut of community action training video for CIS, based on my personal involvement in local charitable fundraising, personal and staff involvement within our community and previous experience of producing staff training videos

2

Training

Initially training newly appointed representatives`- product knowledge/sales skills

Seconded to Head Office to develop field staff training programme that would achieve accreditation from the regulator

Wrote 21 distance learning workbooks for field staff covering all the company’s products

Wrote training, coaching and mentoring manuals for district managers to support the company’s in-house training programme effectively

Wrote training scripts and supporting handouts for regional training officers to deliver 4 x 5 day courses for newly appointed reps

Edited the supporting CBT and internalExaminations

Rolled out new training programmes to district and divisional managers Delivered induction training to newly appointed managers Delivered ongoing assessment of district managers Delivered intensive training to prepare all grades of management to sit and

pass financial planning certificates 1, 2 and 3 and the mortgage advisors qualification. These were industry requirements. Please note, CIS had the highest first time pass rate in the industry

Previous Formal Qualifications in Financial Services

Financial Planning Certificates 1, 2, 3 Supervisory Skills Certificate (Annual Ongoing Assessment) Mortgage Advisors Qualification

Education

1977 - 1980 Liverpool School Of Art BA (Hons) Fine Art – Sculpture

1976 -1977 Burnley College Of Art and Technology Diploma in Foundation studies in Art and Design A level Printmaking

1970 -1976 Burnley Grammar School 6 O levels and 3 A Levels

3

Sporting Achievements

Burnley Grammar School House Captain 1975 & 1976 1st Eleven cricket captain 1st Eleven Footballer of the year 1975 & 1976 Victor Ludorum 1976 Also represented school at Badminton, Basketball, Athletics, Chess Represented Burnley at Football, Cricket, Athletics

Burnley Grammar School Old Boys Football Player of the year junior and club

Lowerhouse Cricket Club Lancashire League 1972 -77

Personal Interests

Golf Cycling Restoration Architecture Voluntarily serve on Canning Housing Co-operative’s management and

maintenance committees

References available on request

4

5