Sesame Bankhall Group
Jake Cleary DipFA TAP.dip is an experienced professional in the financial services sector, currently serving as the Group Events Manager and Learning Manager at Sesame Bankhall Group since January 2013. Responsibilities include overseeing the design and delivery of training programs to ensure members achieve Competent Adviser Status. Prior roles at Sesame Bankhall include Customer Relations Manager, where management of complaints investigations and advice review processes were emphasized, and Customer Relations Officer, focusing on timely complaint resolutions and adherence to regulatory requirements. Additional experience includes roles as a contractor at Bupa and Suncorp Group, and as a Sales Coordinator at Sesame Services Ltd. Educational background includes a Diploma of Education in Financial Planning and Services from The Financial Adviser School and attendance at Huddersfield New College and Almondbury High School.
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Sesame Bankhall Group
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Sesame Bankhall Group (SBG) is one of the largest distributors of financial advice in the UK. SBG brings together Sesame, Bankhall and PMS, three of the UK's most influential adviser support services, each key advocates for supporting adviser growth, education and development. Providing a series of expertise that spans across both wealth, mortgages and insurance, we place the end customer at the heart of everything we do, bringing innovation and provision of dedicated support services to advisers across the UK. • Sesame, award-winning network services and support, tailored to you. • Bankhall, specialist support for your compliance, regulatory and business challenges • PMS, a truly personal service from one of the UK's leading mortgages clubs.