Adam Wallace Dip Fa
About Adam Wallace Dip Fa
Adam Wallace is a Senior Wealth Management Training & Competence Supervisor with extensive experience in the financial services sector. He is recognized for his communication skills and ability to translate complex regulations into effective training materials.
Current Role at Age Partnership
Adam Wallace serves as the Senior Wealth Management Training & Competence Supervisor at Age Partnership, a position he has held since 2018. In this role, he focuses on developing and delivering training programs that enhance the competence of staff in wealth management. His responsibilities include translating complex FCA and GDPR regulations into effective training materials, ensuring that team members are well-equipped to meet compliance standards. Adam's ability to communicate effectively with colleagues and customers contributes to the success of the training initiatives.
Previous Experience at Age Partnership
Adam Wallace has held multiple positions at Age Partnership prior to his current role. He worked as an Annuities Specialist from 2013 to 2014, followed by a position as Training & Competence Supervisor - Wealth Management from 2016 to 2018. Additionally, he served as a Risk & Compliance Officer from 2014 to 2016. His tenure at Age Partnership has provided him with a comprehensive understanding of the organization's operations and compliance requirements.
Experience at Lloyds Banking Group
Adam Wallace worked at Lloyds Banking Group from 2004 to 2012, where he held various roles, including Sales Consultant, Front Line Supervisor, and Business Acceptance Tester. His eight years at the organization allowed him to gain extensive experience in customer-facing environments within the financial services sector. This background has contributed to his ability to influence colleagues and customers effectively.
Education and Training Background
Adam Wallace completed his education at Lymm High School, where he studied from 1994 to 2000. This foundational education has supported his career in the financial services sector, where he has developed a strong ability to create training materials and communicate complex regulatory information clearly.
Expertise in Financial Regulations
Adam Wallace possesses extensive expertise in financial regulations, including FCA and GDPR. His solid understanding of these regulations aids in maintaining business compliance and informs his approach to training and development within the wealth management sector. Recognized as a technical expert, he plays a key role in ensuring that staff are knowledgeable about compliance requirements.