Bethan Davies

Bethan Davies Email and Phone Number

Client Services Manager @ Gregor Howitt Wealth Management
Bethan Davies's Location
Kirkwall, Scotland, United Kingdom, United Kingdom
About Bethan Davies

My employment history is rooted in a variety of highly-regulated industries and I am passionate about driving positive change and improving business workflows. My key areas of interest are strategic planning, process analysis, marketing communications and graphic design. I have a strong work ethic and have always balanced sociable roles in the hospitality industry alongside my professional roles, allowing me to look outside of the box. I am confident in my capabilities whilst being able to identify weaknesses with the view to improve. Opportunities for innovation are everywhere and I strive to identify these using my passion for creativity and continuous improvement.

Bethan Davies's Current Company Details
Gregor Howitt Wealth Management

Gregor Howitt Wealth Management

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Client Services Manager
Bethan Davies Work Experience Details
  • Gregor Howitt Wealth Management
    Client Services Manager
    Gregor Howitt Wealth Management May 2023 - Present
    Kirkwall, Scotland, United Kingdom
  • Gregor Howitt Wealth Management Ltd
    Practice Support Specialist
    Gregor Howitt Wealth Management Ltd May 2018 - Jul 2023
    Key responsibilities are all aspects of client servicing, report writing, ceding scheme analysis, diary management, providing direct support to the director, insurance underwriting analysis, CRM development, liaising with external providers and professional connections. Additional duties include sole responsibility for social media management, graphic design and running advertising campaigns. My greatest accomplishments in this role are: developing a process to mass-produce social media content using advanced Adobe Photoshop techniques and preparing complex, bespoke reports using data held within our CRM database subject to business requirements.
  • Orkney Fishermen'S Society Limited
    Executive Personal Assistant
    Orkney Fishermen'S Society Limited Jul 2017 - May 2018
    Stromness, Scotland, United Kingdom
    Personal assistant to the manager of the Quality Team as an internship during my studies. Duties included: preparing training materials, producing reports, daily audits, data analysis, and research. My greatest accomplishment in the role was developing a bespoke system to carry out HACCP audits to evidence product traceability which reduces the existing process of 3 days manual calculations to an hour of data entry.
  • Enable Scotland
    Personal Care Assistant
    Enable Scotland Aug 2014 - Dec 2017
    Kirkwall, Scotland, United Kingdom
    Providing assistance with personal care and daily activities to service users with learning disabilities. Duties included coordinating daily activities, assisting with financial management, providing medication and ensuring a high quality of life for service users. Highly regulated by legislation in data protection, protecting vulnerable adults, SSSC codes of practice. Role included a high level of multi agency work and additional duties included developing training materials and providing support to senior management whilst doing my degree.

Bethan Davies Education Details

Frequently Asked Questions about Bethan Davies

What company does Bethan Davies work for?

Bethan Davies works for Gregor Howitt Wealth Management

What is Bethan Davies's role at the current company?

Bethan Davies's current role is Client Services Manager.

What schools did Bethan Davies attend?

Bethan Davies attended University Of The Highlands And Islands.

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