1. David Michael Dyson
34 Granwood Road
Eston
Middlesbrough
TS6 9HX
0164281227
07711694107
mfctraveller123@ntlworld.com
Professional Profile
An intelligent, enthusiastic and diligent finance professional with managerial experience, and an
enthusiastic approach to working to tight deadlines. An effective communicator who is self-driven
with a proven ability to problem-solve and manage a busy workload under pressure. Has
continuously developed skills during a strong work history, is passionate about continuous
improvement both as an individual but also as a supportive team member. Strong administrative
skills with a proven ability in accounts and in the financial sector, which can easily translate to a
number of different job roles and sectors. With a keen eye for detail, routinely demonstrates the
highest standards of quality and compliance. Full, clean driving licence with own transport, seeking
to use skills acquired to add value to the workplace.
Key Skills
• Financial Planning Certificate
• Mortgage Advice Qualification
• Excellent customer service
• Management and Leadership
• Communication and interpersonal skills
• Accounts, Administration and IT knowledge
• Reliable and self-motivated with a strong work ethic
• Ability to work in high paced and pressured environment
• Conscientious and proactive team player
• Problem solving and negotiation skills
• Full clean driving license, own transport
Employment History
Case Handler NPower (Hazell Carr)
January 2016 to date
Investigating complaints, contacting customers by telephone, processing any remedial action
required and arranging payments of Good Will Gestures where appropriate. Performing triage on
RFA’s ensuring prompt completion to enable closure of complaints.
Case Handler LBG (Huntswood)
Oct 2015 - December 2015
Past business review for the Lloyds Banking group. Assessing suitablility of protection and
investment sales. Reviewing point of sale documents and contacting customers to carry out a
telephone review. Completing positive outcome letters where required.

2. Complaint Officer Capita (Prudential)
March 2015 - Oct 2015
Complaint handling, investigating pension and investment products complaints for Capita
(Prudential) in their Stirling Offices. Completing full investigation of both product and service
complaints. assessing redress, distress and inconvenience compensation and issuing reolution
letters. Finding root cause and providing feedback to relevant departments.
Complaint Officer Huntswood (Aegon)
July 2014 - December 2014
Complaint handling, investigating pension and investment products complaints for Aegon in their
Edinburgh Offices. Completing full investigation of both product and service complaints. assessing
redress, distress and inconvenience compensation and issuing reolution letters. Finding root cause
and providing feedback to relevant departments.
Also involved within a small team of specialists receiving incoming calls from IFA's and planholders
clarifying changes to AEGON's with profit funds.
Audit and Compliance Consultant - Mortgages
Huntswood
December 2013 – 30 June 2014 (6 months)
Audit and Compliance consultant working on mortgage applications and product transfers for the
UK's biggest mortgage provider
Part of a small team of mortgage professionals seconded to the business, whilst bank staff study
for their CeMAP qualification as per Mortgage Market Review (MMR) requirements
Ensure that sales and product transfer calls are compliant with regulatory and business standards
Ensuring that all sales adhere to Mortgage Code of Business (MCOB) standards
Performing KYC and customer due diligence checks on new applications and product transfer calls
Maintaining regulatory standards for both the 'advised' and 'non-advised' methods of mortgage
application
Assessing customer complaints and ensuring that the initial sale was compliant, ensuring that
regulatory guidelines and timescales are adhered to whilst the complaint is resolved
Working within the Lloyds Banking Group on Protection Complaints. Completing investigations
using suitability assessment procedure. Following complaint procedures, ensuring contact with the
customer and assessing any redress. Also assessing any requirement for distress and
inconvenience compensation.
Provident Personal Credit Ltd
Mar 12 - Jun 13
Development Manager
Responsible for supporting a team of self-employed agents. This would include advising and
helping with sales, visiting customers whose accounts had fallen into arrears and using strong
interpersonal skills to be able to forge mutually suitable payment plans. I would identify staff
training requirements and ensure they received the relevant development, both with existing and

3. new personnel. I was responsible for ensuring that my section performed to set KPIs, which
required motivational skills, problem-solving and improvement plans. I always ensured a high level
of Management Information was recorded according to company Quality and Compliance protocol.
Provident Personal Credit Ltd
Feb 09 - Mar 12
Finance Representative
Working on a self-employed basis, I was responsible for all aspects of arranging either cash or
voucher-based home loans. .This included selling the loans, advising customers as to which would
be the best option with regards to the type of loan, re-payment schedules and convenient collection
arrangements. As a local representative, I felt it was very important to build a rapport with my
customers, as I would be making home visits. This included using my communication skills to build
a trust. The interpersonal skills that I demonstrated often helped if a customer fell into arrears, as
they felt that they could keep an open line of communication which then allowed me to negotiate a
solution.
DDH Consultants Mortgage & Protection Specialists
Oct 02 - Nov 11
Managing Director
During this time, I ran my own business as a sole trader, and appointed representative of Mortgage
Next. My business initially operated out of Williams Estate Agents based in Redcar, Marske and
Eston. As a Mortgage Broker, I would primarily deal with customers to advise on suitable mortgage
and insurance products. Priding myself on delivering excellent customer service, I would ensure
that customers had all the relevant information to assist them in making the correct decisions, while
constantly setting myself business targets to ensure healthy company profit margins.
Warwick Finance
Mar 02 - Oct 02
Mortgage Advisor/Team Leader
The main duty within this employment was to advise council tenants on Right to Buy schemes and
Insurances. As this client base was predominantly first time buyers, I would ensure that they were
well-advised and given all of the relevant information and detail that they would need in order to
make the correct decisions. I carried a high caseload of customers and ensured that I managed
this well according to targets and deadlines. As a team leader, I always led by example, advised
staff members on good practise and followed all company procedures with regards to quality and
compliance.
David Kelly Associates (Allied Dunbar/Zurich)
Jan 00 - Mar 02
Financial Advisor
Working on a self-employed basis, I would advise customers on Life Assurance, Pensions and
Investments. I carried a high caseload of customers and ensured that I managed this well
according to targets and deadlines, while following all company procedures with regards to quality
and compliance.
Royal London
Apr 86 - Jan 00
Financial Advisor
My duties were advising customers on Life Assurance, Pensions and Investments. I had a high caseload
of customers and ensured that I managed this well according to targets and deadlines, while following all
company procedures with regards to quality and compliance.
HM Forces
Oct 72 - Nov 76
Unit Pay Clerk

4. During this employment I attained the rank of Corporal. My day to day duties were to operate within a
Unit Pay Team. This included dealing with the preparation and delivery of soldiers’ wages in a smooth
and reliable manner. My team was responsible for up to 200 accounts at any one time, and I would
oversee this operation to ensure that wages arrived accurately and on time. This required excellent
account management skills, ability to work under pressure and clear and demonstrable ability within
finances.
HM Forces (TAVR)
Dec 79 - Apr 92
Military Accountant
Employed as a Military Accountant where I achieved the rank of Warrant Officer. Running the Unit
Pay Team, overseeing 7 Unit Pay Clerks ensuring the smooth running of pay and accounts for up
to 800 soldiers both regular and TA. Assisting with the preparation of all Service Fund Accounts
within Headquarters and auditing the satellite unit accounts.
Training and Qualifications
• Financial Planning Certificate
• Mortgage Advice Qualification
• BSC Levels 1 and 2 in Computer Skills
• Refreshing FPC by studying and preparing for RO1 and 2
Hobbies and Interests
I am currently involved with and also run the accounts for The Teesside Branch of the Parachute
Regimental Association (Charitable Registered). This is not only a great way to, enjoy a variety of
activities and maintain a great level of fitness, but it allows me to use my skills to assist a charity
within my local area.
With a great interest in sports I am an active spectator at Middlesbrough Football Club, play cricket
during the summer months and enjoy hill walking all year round. I participate in and help organise
events for The Parachute Regimental Association and 3 Para Reunion Club.
References available upon request