
Dan Torbett
An experienced successful financial services professional over 20 years, currently working with a Leading Investment Wealth Manager. ... | Edinburgh, Edinburgh, United Kingdom
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Dan Torbett’s Emails da****@7i****.co
Dan Torbett’s Phone Numbers No phone number available.
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Dan Torbett’s Location Edinburgh, Edinburgh, United Kingdom
Dan Torbett’s Expertise An experienced successful financial services professional over 20 years, currently working with a Leading Investment Wealth Manager. My success continues with the management of a panel of UK based Intermediaries. Strategic thinking to mitigate unnecessary Risk by the redesign of company processes. Successful outcomes measured by the mitigation of Capacity challenges, increasing Business flows and increased revenue. Successful in identifying new business opportunities as a BDM, creating bespoke plans to measure success. Managing TTM projects internally and externally through different presentations verbally F2F, digitally and in a virtual world. My success is measured by my continued high standard of business & Performance flows, winning bigger business opportunities, increasing Net flows and delivering better client experience. Previously I was successful in a D2C sales in a Pension & Investment role as a regulated Financial Adviser within a Global Bank, with a Large UK presence. I am a conscientious individual who takes great care in the undertaking of my work, protecting my reputation and of the intermediaries that I work alongside. I am a strategic thinker who brings a constant analytical approach with powerful new experiences with fantastic client outcomes. My experience in Sales and Development of Business opportunities is always at an exceptionally high level, my ambition is to further my career within financial services, continue with professional qualifications applying my knowledge, experience and professionalism to deliver a tailored approach to financial planning and business. I also have experience in new ventures, supporting a start Up business and financial accounts within an SME. I have entrepreneurial skills that allow me to offer a different approach to Business Development / Account Management in which I put myself in the shoes of my intermediaries, to understand their business, their opportunities and challenges to deliver Great outcomes. When I am not working, my passion remains in Business by offering my time to Volunteer and my continued love for all sports to keep active is key. My first job as a Professional Footballer at Bristol City F.C. as a teenager through to more recently to coaching youth football. I also consider Golf as my first sport now, playing off a WHS handicap of 6.6 as a member of Craigielaw in East Lothian. This energy provides me with the drive and determination to succeed in my current role and also to achieve my personal goals.
Dan Torbett’s Current Industry M And G Wealth
Dan
Torbett’s Prior Industry
Hsbc
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Hsbc Retail Banking And Wealth Management
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Bank
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Standard Life Aberdeen
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Ddm Developments
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7im
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M And G Wealth
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Work Experience

M And G Wealth
Regional Business Development Manager
Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
7im
Business Development Manager
Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
7im
Business Account Manager
Sat May 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Ddm Developments
Property Developer
Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Standard Life Aberdeen
Account Manager
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat May 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Standard Life Aberdeen
Pension Consultant
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank
Commercial Manager
Thu Nov 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc Retail Banking And Wealth Management
Mortgage & Protection Advisor
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc
Financial Planning Manager Uk
Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc
Premier Client Relationship Manager
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc
Mortgage Manager
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)