Julie Evans Email & Phone Number

Glasgow, Scotland, United Kingdom

Glasgow, Scotland, United Kingdom

In addition to my extensive PA duties and operational oversight, I was tasked with maintaining our income tracker and monitoring expectations. To this end my additional responsibilities included, but were not limited to: - Ensuring all income was reflected as accurately as possible. - Running a monthly billing call with my fellow billing supporters to.

Glasgow, Scotland, United Kingdom

In this role I provided personal assistant support to a number of senior consultants and Partners within the IFS business unit. Day to day activities included regular catch-ups, team meetings, diary management, travel, expenses, conference calls with internal and external parties.I was Secretary on two Boards. One a firmwide Board, the second an IFS.

Glasgow, United Kingdom

For the second time in my career I was drawn to the lights of a big city firm and wanted to head somewhere other than a sandwich truck on my lunch break. My IFA background served me well but the position was akin to a Personal Assistant / Teams Sales Support, to both the Key Account Manager and Head of Scotland and Northern Ireland Sales team, providing.

Glasgow, United Kingdom

Following a life-changing decision to move to Scotland, I opted to remain within a familiar work environment. My duties were similar in that I was part of an administration team looking after 4 advisers and working closely with paraplanners. I was responsible for processing new business as well as all day-to-day administrative tasks.The main focus was on.

West Midlands, England, United Kingdom

I was in at the ground level. From day one. The role encompassed a great deal including the day to day administration for (eventually), 4 Independent Financial Advisers.I administered group pensions, group life, critical illness/risk, SIPP's, SSAS, investments including bonds ISA's and OEIC's. I became au fait with numerous software packages including The.

Birmingham, United Kingdom

Having enjoyed working in the financial services sector, I yearned for some experience in a bigger, more cosmopolitan firm (a result of too many 80's movies perhaps?), and ended up at Godwins, based in the heart of Birmingham, who were later taken over by Aon. Here, I was providing support for two consultants, one of whom was already in the throes of.

Sutton Coldfield, West Midlands

My first foray in the Financial Services industry where I handled all the 'typical' office administration tasks including processing of mail, new-business applications, dealing with queries from both customers and life offices.It also incorporated diarising annual reviews, organising appointments with potential and existing customers as well as forming.

Bachelor Of Science (Bsc), Psychology

Certificate In Financial Planning

Nvq Ii Business Administration

British Sign Language Level 1