Katherine Hannaford

Katherine Hannaford Email and Phone Number

Mortgage and Protection Adviser @ The Levels Financial
Wellington, GB
Katherine Hannaford's Location
Wellington, England, United Kingdom, United Kingdom
Katherine Hannaford's Contact Details

Katherine Hannaford work email

Katherine Hannaford personal email

n/a
About Katherine Hannaford

Katherine Hannaford is a Mortgage and Protection Adviser at The Levels Financial. She possess expertise in office administration, mortgage servicing, pensions, database administration, wealth management and 8 more skills.

Katherine Hannaford's Current Company Details
The Levels Financial

The Levels Financial

View
Mortgage and Protection Adviser
Wellington, GB
Employees:
15
Katherine Hannaford Work Experience Details
  • The Levels Financial
    Mortgage And Protection Adviser
    The Levels Financial
    Wellington, Gb
  • Sterling Southgate
    Mortgage & Protection Adviser
    Sterling Southgate Jun 2023 - Present
    Wellington, Somerset
  • Hq Mortgage & Finance Ltd
    Mortgage & Insurance Adviser
    Hq Mortgage & Finance Ltd Aug 2020 - Jun 2023
    Taunton, England, United Kingdom
  • Harrison Financial Services
    Financial Advisor
    Harrison Financial Services Jul 2020 - Aug 2020
  • Harrison Financial Services
    Trainee Mortgage Adviser
    Harrison Financial Services Jun 2020 - Aug 2020
    Wellington, England, United Kingdom
  • Cooper Associates Group
    Adviser Transition Manager
    Cooper Associates Group Oct 2019 - Jun 2020
    40 St James Buildings, St James Street, Taunton, Somerset Ta2 8Uz
  • Cooper Associates Group
    Head Of Client Relations
    Cooper Associates Group Jan 2017 - Oct 2019
    40 St James Buildings, St James Street, Taunton, Somerset Ta1 1Jr
    - Managing the Client Relations department and the staff within it- Implementing training and development throughout the Client Relations department- Providing advocate support to the administration team- Provide both clerical and administrative support to advisers- Aid with coordination and implementation of office procedures- Dealing with telephone and email enquiries- Using a variety of software packages including data entry and monitoring of client database- Booking meeting rooms and conference facilities- Ordering and maintaining stationary and equipment supplies- Sorting and distributing incoming post and organising and sending outgoing post- Coaching and training of junior members of staff
  • Cooper Associates Group
    Head Of Client Relations At Cooper Associates Mortgages
    Cooper Associates Group Jan 2017 - Sep 2019
    40 St James Buildings, St James Street, Taunton, Somerset Ta1 1Jr
  • Cooper Associates Group
    Senior Client Relationship Manager
    Cooper Associates Group Jan 2010 - Jan 2017
    Taunton, United Kingdom
    - Provide both clerical and administrative support to advisers- Aid with coordination and implementation of office procedures- Dealing with telephone and email enquiries- Using a variety of software packages including data entry and monitoring of client database- Booking meeting rooms and conference facilities- Ordering and maintaining stationary and equipment supplies- Sorting and distributing incoming post and organising and sending outgoing post- Coaching of junior members of staff
  • Abbey Business Banking
    Customer Contact Support
    Abbey Business Banking Oct 2002 - Aug 2004
    Wellington House Taunton

Katherine Hannaford Skills

Office Administration Mortgage Servicing Pensions Database Administration Wealth Management Front Office Data Entry Customer Service Investments Life Insurance Mortgage Lending Data Reconciliation Retirement

Katherine Hannaford Education Details

  • Institute Of Financial Services
    Institute Of Financial Services
    Customer Service Management
  • Certificate In Insurance (Cii)
    Certificate In Insurance (Cii)
    Customer Service In Insurance If9
  • Bath Spa University
    Bachelor Of Arts (Ba)
  • Somerset College Of Arts And Technology
    Somerset College Of Arts And Technology
    Btec
  • Heathfield Community School
    Heathfield Community School

Frequently Asked Questions about Katherine Hannaford

What company does Katherine Hannaford work for?

Katherine Hannaford works for The Levels Financial

What is Katherine Hannaford's role at the current company?

Katherine Hannaford's current role is Mortgage and Protection Adviser.

What is Katherine Hannaford's email address?

Katherine Hannaford's email address is ka****@****ltd.com

What schools did Katherine Hannaford attend?

Katherine Hannaford attended Institute Of Financial Services, Certificate In Insurance (Cii), Bath Spa University, Somerset College Of Arts And Technology, Heathfield Community School.

What skills is Katherine Hannaford known for?

Katherine Hannaford has skills like Office Administration, Mortgage Servicing, Pensions, Database Administration, Wealth Management, Front Office, Data Entry, Customer Service, Investments, Life Insurance, Mortgage Lending, Data Reconciliation.

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