Lorraine Hearn Email and Phone Number
Love the diversity of my Practice Manager role. Having joined the St. James's Place Partnership in June 2005, I have a wealth of knowledge and experience as a Partner Support Specialist (PSS). I value sharing best practice and enjoy networking with my peers as I feel a shared experience can sometimes alleviate concerns or frustrations once you realise you are not alone! Looking forward to working in a new office environment along with a new team. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesCole Financial Associates is a trading name of Cole Financial Associates Limited
Cole Financial Associates Limited
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Practice ManagerCole Financial Associates Limited Sep 2019 - PresentWesterham, KentSince joining the St. James's Place Partnership in 2005, I have a wealth of experience that I am excited to bring to Cole Financial Associates. Really looking forward to evolving as part of a team and being part of an ambitious, growing business.
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Practice Manager At Laurie Cooke Wealth Consultancy Ltd, Senior Partner PracticeSt. James'S Place Wealth Management Jun 2011 - Sep 2019WesterhamMy main role is to provide extensive administration and Practice management support to Laurie Cooke. Previously I have organised Partnership Support Staff (PSS) networking sessions for the Westerham location PA's and Support Staff. The PSS Forum has been established since December 2008
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P.A & Office AdministratorForbes Financial Partner Practice Of St. James'S Place Mar 2009 - Jun 2011I was responsible for answering incoming calls, audio Typing , diary management for the office. Marketing and communication of existing client files. Make and Arrange appointments with potential and existing clients on behalf of the Partner. File preparation for appointments/meetings. Data input to client records in online filesProcess Submission Sets for New Business. Monitor stationery levels and order as required. Create and action mail outs. General Filing matters although limited as directing practice to paperless environment.
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Office ManagerThe Burghside Partnership - Partner Practice Of St. James'S Place Wealth Management Jun 2005 - Mar 2009WesterhamMy duties included;Answer telephone calls and process/distribute accordinglyAudio Typing Diary Management for both practice PartnersMarketing and communication of existing client filesMake and Arrange appointments with potential and existing clients on behalf of the Partner.File preparation for appointments/meetingsMaintain data within Swift system, including CFR input, future diary notes and next actionsProcess Submission Sets for New Business and attach scanned documentation Monitor stationery levels and order as requiredCreate and action mail outs(Includes Investor magazine, marketing letters, Email market bulletin etc.)General Filing matters although limited as directing practice to paperless environment.Holiday and Sickness cover role for colleaguesEnsure the practice data drive is backed up twice weekly.
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Office ManagerDriver Hire Nationwide Sep 2003 - May 2005TonbridgeI was responsible for interviewing, inducting and registering all licence types of driving personnel, which included the processing of each application.Manage the day-to-day administration for the office, which included driver’s payroll, clients invoicing, driver’s interviews and sales visits to existing and potential clients. -
Personal AssistantWestlock Controls Limited 1997 - 2003I was responsible for the day-to-day organisation of the companies administration and switchboard. Management of diary for General Manager and two external Sales Representatives. Organised the worldwide travel arrangements for General Manager. Meet and Greet visitors to the UK location from worldwide destinations. Personnel & HR matters including salary and confidential matters.
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Assistant Manager Business TravelBaldwins Travel Agency Oct 1993 - Oct 1997Tunbridge WellsI was responsible for the day-to-day management of Business Travel department and account clients Nationwide. Provide a service to corporate clients for travel, hotels, car rental, insurance and foreign exchange requirements. I also took advantage of networking opportunities to extend customer referral links
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Travel ClerkPickfords Travel Agency Jun 1990 - Oct 1993TonbridgeDuring school I took part in a two-week work experience at Pickfords Travel, which resulted in a Saturday job. Upon leaving school I joined Pickfords as a YTS trainee and successfully completed the course and became a full time member of staff. This was a great start to my career.
Lorraine Hearn Education Details
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Hugh Christie Secondary School -
Slade County Primary School
Frequently Asked Questions about Lorraine Hearn
What company does Lorraine Hearn work for?
Lorraine Hearn works for Cole Financial Associates Limited
What is Lorraine Hearn's role at the current company?
Lorraine Hearn's current role is Practice Manager at Cole Financial Associates Limited, Partner Practice of St. James's Place Wealth Management.
What schools did Lorraine Hearn attend?
Lorraine Hearn attended Hugh Christie Secondary School, Slade County Primary School.
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