Katherine Hannaford Email and Phone Number
Katherine Hannaford work email
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Katherine Hannaford personal email
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.
The Levels Financial
View- Website:
- thelevelsfinancial.co.uk
- Employees:
- 15
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Mortgage And Protection AdviserThe Levels FinancialWellington, Gb
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Mortgage & Protection AdviserSterling Southgate Jun 2023 - PresentWellington, Somerset -
Mortgage & Insurance AdviserHq Mortgage & Finance Ltd Aug 2020 - Jun 2023Taunton, England, United Kingdom -
Financial AdvisorHarrison Financial Services Jul 2020 - Aug 2020 -
Trainee Mortgage AdviserHarrison Financial Services Jun 2020 - Aug 2020Wellington, England, United Kingdom
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Adviser Transition ManagerCooper Associates Group Oct 2019 - Jun 202040 St James Buildings, St James Street, Taunton, Somerset Ta2 8Uz -
Head Of Client RelationsCooper Associates Group Jan 2017 - Oct 201940 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
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Head Of Client Relations At Cooper Associates MortgagesCooper Associates Group Jan 2017 - Sep 201940 St James Buildings, St James Street, Taunton, Somerset Ta1 1Jr
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Senior Client Relationship ManagerCooper Associates Group Jan 2010 - Jan 2017Taunton, 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
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Customer Contact SupportAbbey Business Banking Oct 2002 - Aug 2004Wellington House Taunton
Katherine Hannaford Skills
Katherine Hannaford Education Details
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Institute Of Financial ServicesCustomer Service Management -
Certificate In Insurance (Cii)Customer Service In Insurance If9
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Bachelor Of Arts (Ba) -
Somerset College Of Arts And TechnologyBtec
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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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