Gemma Travis

Gemma Travis Email and Phone Number

Gemma Travis's Location
Cheddar, England, United Kingdom, United Kingdom
About Gemma Travis

Not only a Financial Administrator BUT also have a few pigs, chickens and a smallholding while looking after my daughter πŸ’ͺ🏻 oh and built my own house πŸ€·πŸ»β€β™€οΈ

Gemma Travis's Current Company Details
PAUL BARNFIELD FINANCIAL PLANNING LIMITED

Paul Barnfield Financial Planning Limited

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IFA Administrator
Gemma Travis Work Experience Details
  • Paul Barnfield Financial Planning Limited
    Financial Advisor Administrator
    Paul Barnfield Financial Planning Limited Jun 2022 - Present
    Weston-Super-Mare, England, United Kingdom
  • Nfu Mutual
    Executive Assistant To Financial Advisor
    Nfu Mutual Oct 2017 - May 2022
    South West
    I 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
  • Natwest
    Personal Banker
    Natwest Mar 2016 - Sep 2017
    Somerset
    Opening current accounts, savings accounts, overdrafts, loans and children's accounts.
  • Natwest
    Customer Service Manager
    Natwest Sep 2014 - 2017
    Somerset, England
  • Natwest
    Banking Hall Co-Ordinator
    Natwest Apr 2013 - Dec 2014
    Helping 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.
  • Natwest
    Customer Service Officer/ Cashier
    Natwest Jun 2010 - Apr 2013
    Building 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.
  • Comet
    Customer Service Advisor
    Comet Feb 2010 - Jun 2010
    Help customers over the phone with their kitchen appliances. Help with customer queries and complaints.

Gemma Travis Education Details

  • Weston College
    Weston College
    Public Services
  • Priory Community School
    Priory Community School
    7 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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