Michelle Roberts
Business Risk Consultant at Threesixty Services
Based in Royal Tunbridge Wells, United Kingdom
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Seniority
Staff
Department
General Business & Management
Location
Royal Tunbridge Wells
Industry
Financial Services
Company size
60
Contact information
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m•••••••@threesixtyservices.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Michelle Roberts
An experienced Financial Services professional, currently specialising as a Business risk consultant, assisting small and medium IFA firms achieve their objectives. My role also involves Compliance monitoring and file reviews, with a focus on how advisers and firms can improve their processes going forward. In order to perform my role effectively, I have to be aware of current and future likely regulatory requirements, in order to help my firms prepare. I have also helped design and deliver T&C courses. My previous experience also includes 1st and 2nd line T&C supervision, and responsibilities for training, coaching and development delivered to a team of Wealth supervisors. I achieved Fellow status (CII) in December 2019 which includes AF3 and AF6. In addition other responsibilities include the provision of technical advice and support to ensure clients gets the right outcomes. Previous roles within Santander include Divisional Quality Manager for Wealth Division, Branch Management, Sales Manager, Mortgage supervision and Insurance Development Manager.
Decision-makers
Other people at Threesixty Services
- GCC-Team
Gary Crossley
Managing Director · General Business & Management
- AGDirector
Andrew G.
Head of Compliance Helpdesk · Other
- CMStaff
Catherine Metcalfe
Technical Policy Consultant · Other
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Lauren Onions
Research Analyst · Finance & Accounting
- PNStaff
Paul Nolan
Business Risk Consultant · General Business & Management
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