Pure Retirement has strengthened its adviser support through the appointment of a new business development manager (BDM).
Natasha Phillips (pictured) joins the lender’s intermediary sales team as the field-based BDM for London and the South East.
Phillips brings 10 years of experience in the financial services which started in a lifetime mortgage contact centre and progressing through positions in telephone account management, strategic support, and business development management.
The latest appointment comes as the lender aims to enhance processes for advisers, adding a pre-application check service from the intermediary sales team, which enables advisers to put forward and discuss cases with telephone BDMs prior to application.
The lender has also rolled out a simplified online plan review process for all advisers, utilising a single form and an automated process to manage requests from advisers looking to establish the current state of their clients’ lifetime mortgages, and the possibility of further borrowing.
Speaking of her appointment, Phillips said: “I’m excited to continue building and nurturing strong relationships with advisers, with a focus on achieving the best outcomes for their clients.
“As someone who is passionate about providing ongoing support and working collaboratively to meet the needs of advisers in the region, I’m thrilled to be joining a dynamic and supportive team of BDMs and contributing to Pure Retirement’s continued success and growth across the region.”
Scott Burman, head of distribution at Pure Reitrement added: “We’re beyond thrilled to have Natasha join our Intermediary Sales team and enhancing our service levels to advisers serving the South East and London.
“She joins at a time of continuing service improvements, which have culminated in the rolling out of new initiatives such as pre-application checks and online plan review tools, and we’re glad to be consistently enhancing our service provision to help deliver best outcomes with advisers and their clients alike.”
