I have worked in the financial services industry since 2003, from mortgages and related insurances to then wealth management from 2009. CeMAP obtained in 2008, qualified to level 3 via CII. I am focused on ensuring clients are delivered a consistent, excellent level of service.
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Client Relationship ManagerMattioli Woods PlcWaltham, Gb
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Client Relationship ManagerMattioli Woods Plc Oct 2021 - Present -
Client Relationship ManagerParaplanning Hub Sep 2020 - Sep 2021 -
Senior Financial Services AdministratorForrester Boyd Wealth Management Apr 2016 - Jul 2020Grimsby, England, United Kingdom -
Senior Financial Services AdministratorAdmiral Asset Management Feb 2015 - Apr 2016Grimsby, England, United Kingdom
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Financial Services Administration Executive/ PaLifeinvest Ltd Nov 2009 - Nov 2014Grimsby, England, United Kingdom
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Mortgage Processor/AdministratorDdm Residential Jul 2006 - Jul 2009Grimsby, England, United Kingdom
Leanne Adams Education Details
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Nvq Business Administration
Frequently Asked Questions about Leanne Adams
What company does Leanne Adams work for?
Leanne Adams works for Mattioli Woods Plc
What is Leanne Adams's role at the current company?
Leanne Adams's current role is Client Relationship Manager.
What schools did Leanne Adams attend?
Leanne Adams attended Chartered Insurance Institute, Franklin Sixth Form College.
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Leanne Adams
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Leanne Adams
Senior Consultant At Veran Performance, Supporting Companies To Deliver Outcomes Not Just New Tech.Greater Oxford Area -
Leanne Adams
Mechanical Handling, Structural Steelwork, General Fabrications, Loose Lifting Tackle And Site Installation Services Including Crane Servicing & RepairDenaby Main4intertrain.biz, dearne-coll.ac.uk, talktalk.net, techniqual.co.uk
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