Julie has more than 30 years’ experience in Financial Services all of which has been gained within the Banking, Insurance and Advice/Wealth Sector.
Julie has held senior roles across Sales, Compliance, Operations and Training & Competence and for the last third of her career has acted as a consultant to the industry. As a partner at the regulatory training & consultancy firm FSTP for over 4 years, Julie led on projects covering the Approved Persons Regime, Culture, Senior Management Responsibilities, Regulatory Interview Preparation, S166 Remediation Projects, Training & Competence, Conduct Risk and Treating Customers Fairly to name but a few.
At Worksmart, Julie has focused heavily on assisting organisations implement their responsibilities under the Senior Managers & Certification Regime.
Julie undertakes work on SM&CR, Culture & Conduct and its application for a range of Trade Bodies in the UK such as UK Finance (formerly British Banking Association), The Investment Association, The Finance and Leasing Association and the Credit Services Association and historically has worked with their members in open settings and on in-house projects across this particular topic.