Gemma Drew Email and Phone Number
Prior to joining Becketts in March 2024 I started working in the financial services industry in 2001, I worked as a senior personal banking manager for the Lloyds Banking Group, dealing with clients either on the telephone or a face-to-face basis. Taking a break in 2010 due to the birth of my son Dylan I returned to work in 2012 as a financial administrator with Moss and Roberts. I worked there for six years dealing with clients and liaising between them and the financial adviser. I really enjoyed the interaction with the clients and the financial advisers in helping them achieve and realise their financial objectives. I then made the move to Waveney Valley IFA Ltd in December 2018 as an Executive Financial Administrator; when the company was formed and was an integral part of the team taking on more responsibility with Waveney Valley overseeing the day to day running of the office.
Beckett Investment Management Group
View- Website:
- beckettinvest.com
- Employees:
- 96
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Team LeaderBeckett Investment Management GroupHarleston, Gb -
Office ManagerBeckett Investment Management Group Mar 2024 - PresentHarleston, England, United Kingdom -
Office ManagerWaveney Valley Ifa
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Administrative AssistantMoss And Roberts (Wealth Management) Ltd Dec 2012 - Apr 2018Norfolk, England, United KingdomAdministrating two Large Pension schemes with Aegon and Scottish Widows. General Client administration on a daily basis- Experienced in using Intelligent Office to keep client information updated and managing workflows. -
Senior Personal Banking ManagerLloyds Banking Group Sep 2008 - Jan 2010Norfolk, England, United KingdomSales and target related. -
Personal Banking ManagerLloyds Banking Group Mar 2004 - Sep 2008Norfolk, England, United Kingdom -
Customer AdvisorLloyds Banking Group Mar 2003 - Mar 2004Norfolk, England, United KingdomCustomer service - Handling, recording and securing cash. Meeting referral targets.
Gemma Drew Education Details
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Litcham High School
Frequently Asked Questions about Gemma Drew
What company does Gemma Drew work for?
Gemma Drew works for Beckett Investment Management Group
What is Gemma Drew's role at the current company?
Gemma Drew's current role is Team Leader.
What schools did Gemma Drew attend?
Gemma Drew attended Litcham High School.
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Gemma Palmer
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