Nicola Barker Advdipfa Cmifs
About Nicola Barker Advdipfa Cmifs
Nicola Barker is a Tax and Trust Development Manager at Nationwide Building Society, where she has worked since 2013. She has extensive experience in financial services, having held various managerial roles at Lloyds Banking Group, Scottish Widows, and Legal & General.
Work at Nationwide Building Society
Nicola Barker serves as the Tax and Trust Development Manager at Nationwide Building Society. She has held this position since 2013, contributing to the organization for over 11 years. In her role, she is responsible for the development of the Nationwide Financial Planning advice proposition. Additionally, she delivers customer-facing Estate Planning seminars, which are part of the Member 'Help, Advice and Guidance' strategy. As a member of the Senior Management Team, she oversees complex advice provided by approximately 70 Financial Planning Managers across a large geographic region.
Previous Experience in Financial Services
Before joining Nationwide Building Society, Nicola Barker accumulated extensive experience in the financial services sector. She worked at Lloyds Banking Group as a Private Banking Manager from 2009 to 2012, where she operated in London, Greater London. Prior to that, she was employed at Scottish Widows as a Learning and Development Manager for 8 months in 2012 in Edinburgh. Her career also includes a role at Legal & General, where she served as a Regional Development Manager from 2007 to 2009 and as a Financial Advisor from 2002 to 2007, both based in London.
Education and Expertise
Nicola Barker holds an Advanced Diploma in Financial Planning (AdvDipFA) and is a member of the Chartered Institute of Securities and Investments (CMIWS). Her educational background and professional qualifications underpin her expertise in tax and trust management, financial planning, and customer advisory services. This knowledge supports her current responsibilities at Nationwide Building Society, where she focuses on enhancing customer outcomes through effective risk management and cultural controls.
Role in Risk Management and Customer Outcomes
In her current role, Nicola Barker ensures that effective controls are in place to strengthen risk management and organizational culture. Her focus is on delivering positive customer outcomes, aligning with the broader objectives of Nationwide Building Society. This involves overseeing the advisory practices of Financial Planning Managers and ensuring that the financial advice provided meets the needs of customers while adhering to regulatory standards.