Jake Cleary Dipfa Tap.dip

Jake Cleary DipFA TAP.dip is an experienced professional in the financial services sector, currently serving as the Group Events Manager and Learning Manager at Sesame Bankhall Group since January 2013. Responsibilities include overseeing the design and delivery of training programs to ensure members achieve Competent Adviser Status. Prior roles at Sesame Bankhall include Customer Relations Manager, where management of complaints investigations and advice review processes were emphasized, and Customer Relations Officer, focusing on timely complaint resolutions and adherence to regulatory requirements. Additional experience includes roles as a contractor at Bupa and Suncorp Group, and as a Sales Coordinator at Sesame Services Ltd. Educational background includes a Diploma of Education in Financial Planning and Services from The Financial Adviser School and attendance at Huddersfield New College and Almondbury High School.