Gemma Travis Email and Phone Number
Not only a Financial Administrator BUT also have a few pigs, chickens and a smallholding while looking after my daughter πͺπ» oh and built my own house π€·π»ββοΈ
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Financial Advisor AdministratorPaul Barnfield Financial Planning Limited Jun 2022 - PresentWeston-Super-Mare, England, United Kingdom -
Executive Assistant To Financial AdvisorNfu Mutual Oct 2017 - May 2022South WestI work closely with the Financial Adviser, to ensure the best service for our financial service customers within the agency. I do this by discussing the customers general situation and assessing the appointment needs. I look after our customers pre and post-financial review to provide support and continuity, providing the highest level of customer care. I also assist the Financial Adviser with the paperwork for the appointment, completing Letter of Authorities for the customers. Also qualified in Home Insurance, Car Insurance, Agricultural Insurance, Equine and Commercial Vehicle Insurance -
Personal BankerNatwest Mar 2016 - Sep 2017SomersetOpening current accounts, savings accounts, overdrafts, loans and children's accounts. -
Customer Service ManagerNatwest Sep 2014 - 2017Somerset, England -
Banking Hall Co-OrdinatorNatwest Apr 2013 - Dec 2014Helping customers bank in other ways instead of Queuing. I oversee and manage my customers. I liaise with my customers by having direct contact with them. Being the first point of call for them if they have any queries that they need answering, then putting them in front of the right advisor for their needs. -
Customer Service Officer/ CashierNatwest Jun 2010 - Apr 2013Building relationships with customers by serving them on a day to day basis. Help them with their finances by showing them different options within the bank. Also hitting my targets set by the branch management. Pushing myself to the maximum to achieve the targets set for myself and my team. -
Customer Service AdvisorComet Feb 2010 - Jun 2010Help customers over the phone with their kitchen appliances. Help with customer queries and complaints.
Gemma Travis Education Details
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Weston CollegePublic Services -
Priory Community School7 A*-C
Frequently Asked Questions about Gemma Travis
What company does Gemma Travis work for?
Gemma Travis works for Paul Barnfield Financial Planning Limited
What is Gemma Travis's role at the current company?
Gemma Travis's current role is IFA Administrator.
What schools did Gemma Travis attend?
Gemma Travis attended Weston College, Priory Community School.
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4investcorp.com, mitie.com, mitie.com, mitie.co.uk
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Gemma Di Gregorio
Seasonal Confectionary & Frozen Foods Promotions And Events Manager, For The Republic Of Ireland At TescoBuntingford
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