Dawn Wright Cemap Dipfa Email & Phone Number
Who is Dawn Wright Cemap Dipfa? Overview
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Dawn Wright Cemap Dipfa is listed as Client Services Executive at Progeny, a with 157 employees, based in Greater Leeds Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Dawn Wright Cemap Dipfa.
Dawn Wright Cemap Dipfa previously worked as Wealth Administrator at Progeny and Mortgage Associate at Hsbc. Dawn Wright Cemap Dipfa holds Cemap from Institute Of Financial Advice.
Email format at Progeny
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About Dawn Wright Cemap Dipfa
Self-motivated and goal orientated individual. CEMAP qualified and recently qualified in the Diploma for Financial Advice. KEY SKILLS Diploma for Financial Advisors CEMAP qualified Fully AAT Qualified. Experienced in using Microsoft packages. Excellent customer service skills. Experience in generating sales leads and making referrals. Participates fully as a team member. Highly focused. Confident communicator. Good attention to detail. Managerial experience both in a work capacity, at home and event management (see my achievements).
Listed skills include Cemap Qualified, Spreadsheets, Financial Planning Diploma, Microsoft Excel, and 9 others.
Dawn Wright Cemap Dipfa's current company
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Dawn Wright Cemap Dipfa work experience
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Wealth Administrator
Mortgage Associate
Speaking with customers and helping them achieve their goal of a new mortgage. Completing Decision in Principles for customers to give them an indication of how much they can borrow.Booking appointments for customers to speak with Mortgage Advisors in relation to their mortgage application.
Customer Verification/Payments Officer(Finished Due To End Of Contract)
Processed a high volume of payments and financial transactions on a ticket-based software package.Ensured all Know Your Customer (KYC) processes were followed.Verifyied documentation to ensure KYC and compliance during registration process.Conduct all work in line with FCA regulations.Ensured that all data is held in line with Data Protection legislation.Monitored financial data for signs of fraud and laundering.Handled inbound calls from customers from around the world.Participated in coaching and personal development opportunities.
Actively Seeked Work.
Actively seeked work, attended interviews, whilst maintaining an organised household. Looked after my daughter.Motivated myself to keep going with my running routine.
Customer Service Consultant (Temporary Role)
Talking to customers on the telephone, providing an exceptional level of service as you help them to manage their finances. Supplying customers with account information and completing requests.Discussing other products or services that they may benefit from.
Customer Service Advisor (12 Month Contract)
Dealing with inbound queries and complaints relating to the mis-selling of Identity Card and/or Identity Protection.Investigating any problems and helping customers find solutions to any problems they were having.Responding by letter to the customers written letters in regards to general information and complaints.
Isa Administrator (Contracted Role Until September 2013)
Processed and checked ISA applicationsAnswered the ISA telephone helpline, and dealt with queries from all customers and their advisor’s.Responded to sales enquiries, generated sales leads and made referrals.Created well-organised, accurate and concise documentsAdhered to Barclay's & FCA standards at all times
Accounts Assistant
The preparation of clients accounts and payrollLeft due to end of contract.
Cashier (Long Term Temporary Role)
•Daily inputting of cheque credit card and BACS payments on to excel and then posting & matching on to SAP.•Taking credit/debit card payments from customers via phone. •Inputting other financial information regarding payments on to excel & SAP.•Banking of money & cheques.
Accounts Assistant
•The preparation of clients accounts from source documents using Sage Line 50 and excel.•Attendance to practical training courses in the following areas: Financial Accounting Computerised Accounting (Sage Line 50) Spreadsheets Incomplete Records VAT TAX
Administrative Assistant
Receptionist
Colleagues at Progeny
Other employees you can reach at theprogenygroup.com. View company contacts for 157 employees →
Caroline Hann
Colleague at ProgenyGreater Plymouth Area, United Kingdom
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NC
Nick Cross
Colleague at ProgenyLeeds, England, United Kingdom
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LB
Lewis Brock
Colleague at ProgenyGlasgow, Scotland, United Kingdom
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TS
Tom Sargent
Colleague at ProgenyGreater Leeds Area, United Kingdom
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EW
Eleri Waite
Colleague at ProgenyUnited Kingdom
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WD
William Degen
Colleague at ProgenySingapore
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DM
Danny Myers
Colleague at ProgenyBaildon, England, United Kingdom
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IB
Ian Browne
Colleague at ProgenyNottinghamshire, England, United Kingdom
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MW
Martin Wright
Colleague at ProgenySingapore
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KB
Kasia Bardyga Msc Management Assoc Cipd
Colleague at ProgenyBeeston, England, United Kingdom
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Dawn Wright Cemap Dipfa education
Cemap
Aat, Accounts
Education record
Education record
Frequently asked questions about Dawn Wright Cemap Dipfa
Quick answers generated from the profile data available on this page.
What company does Dawn Wright Cemap Dipfa work for?
Dawn Wright Cemap Dipfa works for Progeny.
What is Dawn Wright Cemap Dipfa's role at Progeny?
Dawn Wright Cemap Dipfa is listed as Client Services Executive at Progeny.
Where is Dawn Wright Cemap Dipfa based?
Dawn Wright Cemap Dipfa is based in Greater Leeds Area, United Kingdom while working with Progeny.
What companies has Dawn Wright Cemap Dipfa worked for?
Dawn Wright Cemap Dipfa has worked for Progeny, Hsbc, Vx Gateway, Actively Seeking Employment, and Nationwide Building Society.
Who are Dawn Wright Cemap Dipfa's colleagues at Progeny?
Dawn Wright Cemap Dipfa's colleagues at Progeny include Caroline Hann, Nick Cross, Lewis Brock, Tom Sargent, and Eleri Waite.
How can I contact Dawn Wright Cemap Dipfa?
You can use AeroLeads to view verified contact signals for Dawn Wright Cemap Dipfa at Progeny, including work email, phone, and LinkedIn data when available.
What schools did Dawn Wright Cemap Dipfa attend?
Dawn Wright Cemap Dipfa holds Cemap from Institute Of Financial Advice.
What skills is Dawn Wright Cemap Dipfa known for?
Dawn Wright Cemap Dipfa is listed with skills including Cemap Qualified, Spreadsheets, Financial Planning Diploma, Microsoft Excel, Sap, Accounting, Accounts Payable, and Finance.
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