Lisa Alderson Dip Fa
About Lisa Alderson Dip Fa
Lisa Alderson is a Financial Planning Manager at Nationwide Building Society, where she has worked since 2015. With extensive experience in financial services, she previously held various roles at HBOS and has achieved multiple professional qualifications.
Work at Nationwide Building Society
Lisa Alderson has been employed at Nationwide Building Society as a Financial Planning Manager since 2015. In this role, she is responsible for overseeing financial planning services and ensuring that clients receive appropriate financial advice. Alderson has been recognized for her contributions to the organization, having been nominated twice for 'Employer of the Year' in 2015 and 2016. She also plays a significant role in coaching and motivating over 30 branch staff, focusing on achieving targets and enhancing customer experience.
Previous Experience at HBOS
Prior to her current position, Lisa Alderson worked at HBOS for over two decades, holding various roles that contributed to her expertise in financial services. She began as a Receptionist in 1992 and progressed to positions including Borrowers Specialist, Financial Adviser, Investment Specialist, and Financial Services Assistant. Her tenure at HBOS lasted from 1992 to 2015, during which she achieved notable recognition, including qualifying for the 'Kudos Annual Achievers Event' for ten consecutive years.
Education and Expertise
Lisa Alderson has pursued extensive education in financial services. She studied at The Chartered Institute of Bankers (CIB) since 1997, focusing on Client Assessment and Advice, Financial Products, and Introduction to Financial Services and Products, all of which contributed to her achieving the Certificate for Financial Advisers. Additionally, she studied at the Institute of Financial Services, where she completed the Diploma for Financial Advisers and the Certificate of Mortgage Advice & Practice (CEMAP). Her educational background supports her expertise in financial planning and advisory services.
Achievements in Financial Services
Throughout her career, Lisa Alderson has achieved significant milestones in the financial services sector. In 2011, she was recognized as a 'Top Financial Adviser' for her exceptional performance in protection sales. She also demonstrated outstanding performance at Nationwide Building Society, achieving a maximum performance of 224% of target in October 2014. Her consistent contributions have established her as a respected professional in the industry.
Academic Background
Lisa Alderson completed her secondary education at Bishopsgarth School from 1984 to 1989. She furthered her studies at Stockton Sixth Form College, where she achieved A Levels from 1989 to 1991. Her academic background laid the foundation for her career in financial services, equipping her with essential knowledge and skills.