Dawn Wright Cemap Dipfa
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Dawn Wright Cemap Dipfa Email & Phone Number

Client Services Executive at Progeny
Location: Greater Leeds Area, United Kingdom 13 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
Client Services Executive
Location
Greater Leeds Area, United Kingdom
Company size

Who is Dawn Wright Cemap Dipfa? Overview

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Quick answer

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.

Company email context

Email format at Progeny

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Progeny

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Profile bio

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.

Current workplace

Dawn Wright Cemap Dipfa's current company

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Progeny
Progeny
Client Services Executive
london, greater london, united kingdom
Employees
157
AeroLeads page
13 roles

Dawn Wright Cemap Dipfa work experience

A career timeline built from the work history available for this profile.

Client Services Executive

Leeds, Leeds, United Kingdom

Wealth Administrator

Leeds, England, United Kingdom

Mortgage Associate

Leeds, United Kingdom

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)

Vx Gateway

Leeds, United Kingdom

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.

Jun 2015 - Jun 2016

Actively Seeked Work.

Actively Seeking Employment

West Yorkshire

Actively seeked work, attended interviews, whilst maintaining an organised household. Looked after my daughter.Motivated myself to keep going with my running routine.

Jan 2015 - Jun 2015

Customer Service Consultant (Temporary Role)

Wakefield, United Kingdom

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.

Sep 2014 - Jan 2015

Customer Service Advisor (12 Month Contract)

Capita

Leeds, United Kingdom

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.

Sep 2013 - Sep 2014

Isa Administrator (Contracted Role Until September 2013)

Barclays

Leeds, United Kingdom

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

Feb 2013 - Sep 2013

Accounts Assistant

Proudlocks Accountants

Bradford, United Kingdom

The preparation of clients accounts and payrollLeft due to end of contract.

Mar 2012 - Feb 2013

Cashier (Long Term Temporary Role)

Leeds, United Kingdom

•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.

Jan 2009 - Mar 2012

Accounts Assistant

Phillips, Kobbs & Co Ltd

London, United Kingdom

•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

Jan 2008 - Jan 2009

Receptionist

Kinsley Middle School

Wakefield, United Kingdom

Jun 1999 - May 2001
Team & coworkers

Colleagues at Progeny

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4 education records

Dawn Wright Cemap Dipfa education

Cemap

Institute Of Financial Advice

Passed all 3 modules

Aat, Accounts

Ftc Kaplan

Activities and Societies: AAT Diploma in Accounting Level 3

Education record

Hemsworth Post 16

Activities and Societies: GNVQ Advanced Business Studies (Merit Grade)

Education record

Hemsworth High School

Activities and Societies: GCSE’s Science B, Maths B, Art and Design B, History B, English Language B, English Literature B GNVQ.

FAQ

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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