Rob O'Connor DipPFS, CertPFS (DM)'s Linkedin Analytics

A highly motivated, ambitious, and extremely professional individual with an entrepreneurial flair. An experienced MD with excellent leadership skills and a proven record of achievement in Financial Services; Sales Management; Holistic Financial Planning; Wealth Management; Employee Benefits; Relationship Management; Corporate Governance; Business Development and Marketing. • Previously responsible for running an IOM FSA regulated IFA business including setting up the newly licensed entity during a global pandemic with a team of six. • Interacting with the FSA and various 3rd party professionals. Assisting with brand design, logo, strap lines, marketing and setting up of premises. • Assuming responsibility for numerous business areas including business development, acting as the face of the business, sole fee earner (R21) and acting as both MD and Deputy MLRO. • Although work experience is mainly within the Banking/Finance Sector, entrepreneurial spirited being typically 85% free thinking and 15% analytical. • An ideas man who enjoys seeing ideas through to fruition. • Previously owned and been the Principal of an Independent Finance Brokerage business. • Very well connected on a B2B and B2C basis both within the IOM and from a global perspective. • An excellent networker, regularly attending events both locally and further afield. • An energetic and resilient go-getter who is always trying to think outside of the box. Specialties: Company Direction; Financial Services; Holistic Financial Planning; Lifestyle Planning; Wealth Management; Employee Benefits; Business Protection; Offshore Tax and Corporate Trust Structures; Financing and Credit Solutions; Business Development and Marketing.