Adele Thwaite Email & Phone Number

My role as a Retirement Specialist requires me to undertake daily discussions with clients about moving their money into drawdown and the implications of such. This includes complex LTA/LSA situations and discussing future planning to make the most out of their savings and always following FCA guidelines, supporting customer achieving their retirement goals.

Isle Of Wight, England, United Kingdom

In this role the foremost was awareness of Cresseys triangle and seeking clarity with customers directly regarding data inputted by customers which failed our systems to complete the transactions. My job was to ascertain nothing untoward was happening through following procedures of fraud prevention and then contacting customers to resolve any issues.

Isle Of Wight, England, United Kingdom

I started my career at Fidelity dealing with errors that prevented smooth transactions on the platform, this involved speaking to customers and problem solving. The role required me to follow data protection to ascertaining information we held was correct and up to date and to have an approachable understand of customers wants and needs, giving information.

Isle Of Wight, England, United Kingdom

Arranging properties for viewings, conducting viewings, collecting information and following anti money laundering procedures.

Leeds, England, United Kingdom

Dealt with purchase orders, processing them through the factory and keeping in contact with customers about their products.

Keighley, England, United Kingdom

I transferred from my role on the Isle of Wight as a part of relocation to the north, my job here was different in the sense it was a smaller branch but it’s function did differ and a wider community was covered by this branch than what I’d previously experienced. My role was similar to previous role in the larger branch but more condensed and I had to.

Newport, England, United Kingdom

My role included being on the counter handling and dealing with further more complex issues customers may encounter. I took on extra responsibilities in this role to champion service amongst ourselves and also across the south coast.

Isle Of Wight, England, United Kingdom

In this role I was the first point of contact for our annuity customers, I would take client notes for the consultants and also briefly discuss customers options regarding annuities.