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Send requestJob position: Senior Annuity Specialist
Tom has over six years of invaluable experience as a key member of our Guidance Team. Playing a pivotal role as a Senior Annuity Specialist, he guides our customers through their annuity options. With a background rooted in financial services, Tom previously held positions in operational and compliance management, enriching his expertise in the financial services industry.
Ask his colleagues to describe Tom and they will likely mention his calmness, depth of knowledge, and meticulous attention to detail. But most of all, his primary objective is always to surpass his customers’ expectations. He wants to ensure that every consultation leaves his customers equipped with a deeper understanding of annuities and a clear roadmap to meet their financial goals.
Driven by a passion for professional growth, Tom has pursued qualifications and certifications from institutions such as the International Compliance Association and Chartered Insurance Institute. He believes in ‘continuing professional development’ and actively pursues further certifications with recognised industry bodies to stay abreast of the latest developments and best practices.
Outside of his role at Retirement Line, Tom channels his energy into his hobbies. An avid rower for many years, he loves the solace and challenge of being on the water. Hockey is another of his passions, but after two decades of intense participation he recently transitioned to golf, which although less physical offers both relaxation and excitement as his athletic pursuits evolve.
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