Richard D. Email & Phone Number

Fornham St. Martin, England, United Kingdom

Working closely with a team of Court Appointed Deputies, Senior Relationship Managers and Case Workers, supporting clients, their families and other professionals in relation to specific projects including house purchases & sales, adaptations and specialist insurance requirements.

Thetford, Norfolk, United Kingdom

Assisting with the keeping and maintenance of financial records, general administration duties and assisting the Relationship Management team.

Bury St. Edmunds.

Working alongside Senior Relationship Managers, managing and developing relationships with customers in the £2m to £25m turnover band.Ensuring adherence to external and internal regulatory controls and credit stewardship processes including assisting with checking and auditing work.Assisting with training and coaching of colleagues.Undertaking general.

Cambridge & Bury St. Edmunds.

Proactively managing and developing a portfolio of small business customers with turnover up to £100k.

Bury St. Edmunds, West Suffolk & Cambridgeshire

General clerical and processing duties, cashiering and account opening/closing before moving on to commercial foreign, safe custody, securities and Manager's Clerk.