Gerard Kelly Dip Fa Ce Map Ce Rer Ce Sre
About Gerard Kelly Dip Fa Ce Map Ce Rer Ce Sre
Gerard Kelly is a Financial Planning Manager at Nationwide Building Society, where he has worked since 2021. He has extensive experience in the financial services sector, having held various positions within the organization since 2013, including roles in mortgage consulting and customer service.
Work at Nationwide Building Society
Gerard Kelly has been employed at Nationwide Building Society since 2013, holding various positions over the years. He currently serves as a Financial Planning Manager, a role he has occupied since 2021 in North Lanarkshire, Scotland. Prior to this, he worked as a Later Life Mortgage Area Manager from 2019 to 2021 in Glasgow. His career at Nationwide also includes roles such as Later Life Mortgage Consultant Supervisor and Customer Representative, showcasing a progression in responsibilities and expertise within the organization.
Education and Expertise
Gerard Kelly has pursued extensive education in finance and banking. He studied at The London Institute of Banking & Finance, where he achieved a Diploma in Financial Advice (DipFA) from 2020 to 2021. He also completed a Certificate in Supervision in a Regulated Environment from 2016 to 2017. Additionally, he earned a Bachelor's degree in Social Sciences from Glasgow Caledonian University between 2009 and 2012. His qualifications include certifications in Mortgage Advice and Practice, as well as Regulated Equity Release.
Background
Gerard Kelly began his career in the financial sector as an Insurance Broker at Swinton Insurance from 2011 to 2012. He joined Nationwide Building Society in 2013 and has since held multiple roles that reflect his growth in the industry. His experience includes working as a Mortgage Consultant and a Quality Coach, where he was responsible for conducting thematic reviews to manage operational risks. His background demonstrates a strong foundation in customer service and financial advisory roles.
Achievements
Throughout his career at Nationwide Building Society, Gerard Kelly has achieved several significant milestones. He qualified as a Later Life Mortgage Consultant in 2018, providing specialized advice on Equity Release. His promotion to Area Manager in 2019 highlights his capability in managing teams and overseeing mortgage-related services. His role as a Quality Coach involved ensuring the competence of Mortgage Consultants, contributing to the overall quality and compliance of the department.