1. PATRICK U. MAIDOH
22 REYNARDS WAY, BRICKET WOOD, HERTFORDSHIRE, AL2 3SF.
TELEPHONE: 0192 327 5188 (Home); 07702446616 (Mobile)
Email: ugomaidoh@yahoo.co.uk
PERSONAL AND PROFESSIONAL PROFILE:
I am an experienced, self-motivated and dynamic Sales Manager with excellent interpersonal,
communication and leadership skills, I have the ability to relate to a wide range of people and enjoy working
in a team. I am ambitious and tenacious with a clear vision for future objectives. I have extensive experience
in financial planning, coaching and developing people, mentoring, management and leadership.
EDUCATION AND QUALIFICATIONS:
MBA: Business Administration, University of East London Business School
BSc: Accounting and Finance, Ambrose Alli University Nigeria
DIP CII: Certified Diploma in Financial Planning, Chartered Insurance Institute UK
CEFA: Certificate for Financial Advisers, Institute of Financial Services UK
CEMAP: Certificate in Mortgage Advisers and Practice, Institute of Financial Services UK
CAREER SUMMARY:
Hunts wood Agency
12/2015- To date: Contracting with Lloyds as an audit and compliance consultant
HSBC
01/2014-11/2015: Premier Relationship Manager
-Managing a portfolio of over £45 million with over 700 high net worth clients.
-Managing 2 premier relationship officers on a daily basis to meet goals and objectives.
-Delivering holistic financial planning solutions to my clients through regular reviews and contact.
-Promoting standard for best practice
-Coaching and Mentoring colleagues and lead providers
-Training and Development of colleagues.
SANTANDER UK
06/2012-10/2013: Client Relationship Manager
-Managing a portfolio of over £20 million with over 200 high net worth clients.
-Managing 18 branch colleagues on a daily basis to meet company’s goals on sales and customer service.
-Delivering holistic financial planning solutions to my clients through regular reviews and contact.
-Promoting standard for best practice
-Coaching and Mentoring colleagues and lead providers
-Training and Development of colleagues.

2. 06/2011-04/2012: Financial Advisor Supervisor
-Managed 14 financial advisers on a daily basis
-Building and maintaining relationship with various stakeholders within and outside the retail network.
-Mentoring less experienced and underperforming advisers.
-Coaching and development colleagues and advisers.
-Promoting standard for best practice
-Delivering budget and sales figures to plan.
-Planning and delivering projects for Santander
04/2008-06/2011: Client Relationship Manager
-Delivering holistic financial planning solutions to my client through regular reviews and contact.
-Promoting standard for best practice
-Coaching and Mentoring colleagues and lead providers
-Training and Development of colleagues.
-Managed a portfolio of over £14 million with over 170 high net worth clients.
NATWEST BANK UK
04/2005-04/2008:- Financial Planning Manager
-Delivering holistic financial planning solutions to my client base through regular reviews and contact.
-Promoting standard for best practice
-Coaching and Mentoring colleagues and lead providers
-Training and Development of colleagues
ABBEY PLC (NOW SANTANDER UK)
07/2003-03/2005:- Mortgage Adviser
-National lending authority for average case size of £500,000 per mortgage.
-Providing mortgage and mortgage related advice to a wide range of clients
-Providing mortgage related insurance cover to a wide range of clients
-Promoting standard for best practice
-Coaching and Mentoring colleagues and lead providers
-Training and Developing colleagues.
-Liaising with external Introducers such as Solicitors, Accountants and Estate Agents.
01/2001-07/2003: Customer Manager
- Delivering holistic advice and solutions on non regulated products to my client
- Building and managing existing client relationship through regular reviews and contact.
-Introducer representative for regulated products, Mortgages and Business accounts
-Promoting standard for best practice
-Training and Development of colleagues
OTHER ACTIVITIES:
-I facilitate and run a money clinic focusing on managing debts and dealing with financial related matters.

3. -I run a mentoring programme to equip young adults from deprived background with some basic life skill
tools such as decision-making, financial principles and goal setting.
-I helped create, develop and facilitate the delivery of the module ‘Branch relationship and Engagement’ for
Santander.
-I developed and ran the module ‘The working Life of an Adviser’ on the new joiners academy for Santander.
-I undertook a successful project for Santander to help uplift sales through increased productivity via Bond
maturity retention.
INTERESTS:
Travelling, reading and writing mentally stimulating books, making new friends, playing competitive lawn
tennis and football matches regularly.
References are available on Request.