John Cupis, managing director for mortgages at Sesame Bankhall Group (SBG), is to leave the business and join Openwork.
The group today outlined the board and executive management Team to lead the business following the completion of its strategic review.
Managing director Stephen Gazard is taking on a wider remit in the new structure with responsibility for leading SBG’s support for advisers across wealth and mortgages.
Lisa Martin, who is currently director of operations & sales and has 27 years’ experience in the mortgage arm of the business, takes on an expanded role as director of mortgages. She will also continue to lead the team in PMS which built the PMS Mortgage Club.
Stuart Davies, head of member & customer support, takes on a wider remit as director of network operations.
The SBG board continues to be led by executive chairman, John Cowan, working alongside non-executive directors Diana Miller and Nick Criticos. Following the retirement of Jim Newman, David Burlison has been appointed to the SBG Board as strategic implementation director, subject to approval by the Financial Conduct Authority (FCA).
Cowan said: “We are pleased to welcome David to the Board. His expertise will be valuable to us as we simplify our business model and implement the Group’s new strategy. In addition, the creation of several new expanded roles within our leadership team reflects the depth of experience and expertise we have within our business, and will ensure that we remain focused on delivering the best possible support to advisers.
“I am excited to be leading this strong and talented management team and we look forward to delivering quality services to both wealth and mortgage advisers. The outlook for both our markets and our profession is incredibly positive, so a key objective for us is to ensure that we continue to place customers at the centre of all our activities as we implement our plan to continue to build a successful and sustainable business.
“On behalf of the Group I would also like to thank Jim Newman, John Cupis, Jon Dear and Pan Andreas for their valuable contribution during their time with the business. We wish them well for the future.”