Helen Witcombe

Helen Witcombe Email and Phone Number

Senior Client Service Associate @ Rheo UK
United Kingdom
Helen Witcombe's Location
United Kingdom, United Kingdom
Helen Witcombe's Contact Details

Helen Witcombe work email

Helen Witcombe personal email

n/a
About Helen Witcombe

Helen Witcombe is a Senior Client Service Associate at Rheo UK. She possess expertise in time management, investments, management, system administration, finance and 19 more skills.

Helen Witcombe's Current Company Details
Rheo UK

Rheo Uk

View
Senior Client Service Associate
United Kingdom
Website:
rheo.uk.com
Employees:
3
Helen Witcombe Work Experience Details
  • Rheo Uk
    Senior Client Service Associate
    Rheo Uk
    United Kingdom
    View
  • Rbc Brewin Dolphin
    Senior Administrator
    Rbc Brewin Dolphin Jan 2011 - Present
    View
  • Brewin Dolphin
    Senior Administrator
    Brewin Dolphin Aug 2019 - Present
    Bath, United Kingdom
    View
  • Epoch Wealth Management
    Exective Assistant To Partner
    Epoch Wealth Management Jan 2011 - Aug 2019
  • I4C
    Assistant To Ceo At I4C - A New To Market Cashflow Modelling Solution
    I4C Sep 2016 - Dec 2017
    Bath
  • Old Mill Financial Services Llp
    Assistant To Financial Consultant
    Old Mill Financial Services Llp Feb 2008 - Jan 2011
    ResponsibilitiesManaging Consultant's diary, meeting preparation, investment summary preparation including highlighting any areas the Consultant may wish to look at in more detail with the client, liaising with clients and providers and other advisers to the client (solicitors, accountants etc), dealing with surrender and withdrawal requests, processing new business applications, maintaining and cleansing client records on 1st database, dealing with client queries where able, managing Consultant's client reviews, obtaining policy specific information for use by the Consultant, some report writing, research (including quotes via the Exchange), dealing with day to day post and queries from clients, providers and others. I attainted my Certificate in Financial Planning (modules CF2 to CF5) in July 2009.
  • Moneycare
    Administrator/Mortgage Paraplanner
    Moneycare Oct 2006 - Feb 2008
    Liaising with the advisers, clients, lenders and solicitors, submitting online and paper based applications, sending letters/documents to clients, lenders and solicitors, dealing with telephone and face to face enquiries from clients and lenders, chasing mortgage applications through to completion and dealing with problems etc along the way, general insurance quotes and administration, sending out re-mortgage letters, collating information for reports and reporting to management and other general administration relating to mortgages. I was also the company representative for local organisations such as the Chamber of Commerce and was the manager of the small mortgage team (one administrator and one other paraplanner) and so I demonstrated the ability to delegate tasks where applicable and assist with prioritising workloads and so on. I attained the first module of the Certificate in Financial Planning (CF1) during my time in this position.
  • Walton Civil Engineering
    Reinstatement Co-Ordinator
    Walton Civil Engineering Nov 2004 - Oct 2006
    Liaising with our operatives and representatives of our clients, mainly over the telephone, taking measurements, closing down jobs on both the in house database and a clients database, completing daily and monthly performance reports and meeting minutes when required, inputting jobs onto the in house database, dealing with problems for the teams on the road and generating and sending completed work and scheduled work reports to clients daily.

Helen Witcombe Skills

Time Management Investments Management System Administration Finance Administration Customer Service Training Research Financial Planning Microsoft Office Business Planning Microsoft Excel Microsoft Word Strategic Financial Planning New Business Development Wealth Management Event Management Financial Services Retirement Planning Strategic Planning Change Management Word Excel

Helen Witcombe Education Details

Frequently Asked Questions about Helen Witcombe

What company does Helen Witcombe work for?

Helen Witcombe works for Rheo Uk

What is Helen Witcombe's role at the current company?

Helen Witcombe's current role is Senior Client Service Associate.

What is Helen Witcombe's email address?

Helen Witcombe's email address is he****@****l.co.uk

What schools did Helen Witcombe attend?

Helen Witcombe attended University Of The West Of England, Chartered Insurance Institute.

What skills is Helen Witcombe known for?

Helen Witcombe has skills like Time Management, Investments, Management, System Administration, Finance, Administration, Customer Service, Training, Research, Financial Planning, Microsoft Office, Business Planning.

Not the Helen Witcombe you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.