Investment Accounts Assistant
Current
Sep 2020 - Present
AeroLeads people directory · profile
Robert Forret Email & Phone Number
Investment Accounts Assistant
at
Scottish Friendly
1 work email found
@scottishfriendly.co.uk
2 phones found area 779
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Accounts Assistant
Location
Glasgow, Scotland, United Kingdom
Company size
Who is Robert Forret? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Forret is listed as Investment Accounts Assistant at Scottish Friendly, a with 123 employees, based in Glasgow, Scotland, United Kingdom. AeroLeads shows a work email signal at scottishfriendly.co.uk, phone signal with area code 779, and a matched LinkedIn profile for Robert Forret.
Robert Forret previously worked as Service Charge Assistant at Cbre and Account Reporting Advisor at Cbre. Robert Forret holds Acca, Accountancy from Bpp University.
Company email context
Email format at Scottish Friendly
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{first}.{last}@scottishfriendly.co.uk
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AeroLeads found 1 current-domain work email signal for Robert Forret. Compare company email patterns before reaching out.
Profile bio
About Robert Forret
I am an enthusiastic, flexible and reliable individual whose work ethic is in ensuring duties are managed with 100% effort and to complete set tasks to a standard enabling business success. I possess the qualities of a hard-working, efficient employee with attention to detail and a passion for delivering a high standard of Client service and development which I have applied while employed in various roles during my employment as a Credit Controller with Arthur J. Gallagher Insurance Brokers, a Phone Bank Consultant with Lloyds Banking Group and a Telesales Executive with Trinity Mirror plc. I have an analytical, meticulous and structured approach to problem solving and these skills have proven to be beneficial in these roles and also in my Book-keeping course with Pitman’s Training. I have developed excellent computing skills and the ability to communicate with people on all levels. I have also developed the ability through these positions of working on my own initiative and problem solving but consider myself also to be a good team member.
Listed skills include Call Centers, Management, Sales, Account Management, and 1 others.
Current workplace
Robert Forret's current company
Company context helps verify the profile and gives searchers a useful next step.
Scottish Friendly
8 roles
Robert Forret work experience
A career timeline built from the work history available for this profile.
Service Charge Assistant
Mar 2020 - Sep 2020
Account Reporting Advisor
Aug 2019 - Mar 2020
Accounts Assistant
Apr 2018 - Aug 2019
Jan 2017 - Mar 2018
Credit Controller
Duties: - Contacting clients and intermediary brokers to chase and collect overdue invoices by phone, letter and email- Managing a high volume ledger and running a fresh ledger regularly- Running a daily cash book to record client remittances on the ledger- Liaising with brokers and branch directors to resolve queries and disputes- Compiling weekly debtors reports which get posted to branch and regional directors- Reconciling and correctly allocating client… Show more Duties: - Contacting clients and intermediary brokers to chase and collect overdue invoices by phone, letter and email- Managing a high volume ledger and running a fresh ledger regularly- Running a daily cash book to record client remittances on the ledger- Liaising with brokers and branch directors to resolve queries and disputes- Compiling weekly debtors reports which get posted to branch and regional directors- Reconciling and correctly allocating client credit memos- Adhere strictly to Data Protection and Confidentiality Show less
Dec 2013 - Jan 2017
Telesales Executive
Trinity Mirror Plc
Duties:- Outbound calls to small and medium sized businesses- Promoting sales of advertising space in the Daily Record newspaper- Take orders by phone, recording credit card details- Enter the details of the order on the computer while speaking on the phone- Development of advertising campaign to assist small trades to promote their business and increase their client base- Adhere strictly to Data Protection and Confidentiality
Aug 2012 - Nov 2013
Phonebank Consultant
Duties:- Dealing with inbound calls from customers- Responded and resolved customer enquiries, captured new accounts and regularly updated the customer database- Promoting sales of Loans/Accounts/Insurance/Mortgages and Mobile and Internet Banking- Adhering to required Regulatory Scripting and Compliance- Enter the details of the order on the computer and pass to relevant bodies for processing- Record data for Team Sales for target tracking- Give sales talks and… Show more Duties:- Dealing with inbound calls from customers- Responded and resolved customer enquiries, captured new accounts and regularly updated the customer database- Promoting sales of Loans/Accounts/Insurance/Mortgages and Mobile and Internet Banking- Adhering to required Regulatory Scripting and Compliance- Enter the details of the order on the computer and pass to relevant bodies for processing- Record data for Team Sales for target tracking- Give sales talks and coaching fellow team members- Adhere strictly to Data Protection and Confidentiality Show less
Mar 2010 - Jul 2012
Team & coworkers
Colleagues at Scottish Friendly
Other employees you can reach at scottishfriendly.co.uk. View company contacts for 123 employees →
DF
David Furie
Colleague at Scottish FriendlyGlasgow, Scotland, United Kingdom
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SK
Samuel Kerr
Colleague at Scottish FriendlyGreater Glasgow Area, United Kingdom
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DM
David Mcdougall
Colleague at Scottish FriendlyGreater Glasgow Area, United Kingdom
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LW
Lee Walker
Colleague at Scottish FriendlyGreater Edinburgh Area, United Kingdom
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IH
Iain Henderson
Colleague at Scottish FriendlyStevenston, Scotland, United Kingdom
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DE
David Edgar
Colleague at Scottish FriendlyGlasgow, Scotland, United Kingdom
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ST
Sien Tan
Colleague at Scottish FriendlyEdinburgh, Scotland, United Kingdom
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NM
Nicola Mcginn
Colleague at Scottish FriendlyAirdrie, Scotland, United Kingdom
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BB
Brogan Boyd
Colleague at Scottish FriendlyUnited Kingdom
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JR
Joanne Reilly
Colleague at Scottish FriendlyStepps, Scotland, United Kingdom
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David Furie
Colleague at Scottish FriendlyGlasgow, Scotland, United Kingdom
View →
SK
Samuel Kerr
Colleague at Scottish FriendlyGreater Glasgow Area, United Kingdom
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DM
David Mcdougall
Colleague at Scottish FriendlyGreater Glasgow Area, United Kingdom
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LW
Lee Walker
Colleague at Scottish FriendlyGreater Edinburgh Area, United Kingdom
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IH
Iain Henderson
Colleague at Scottish FriendlyStevenston, Scotland, United Kingdom
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DE
David Edgar
Colleague at Scottish FriendlyGlasgow, Scotland, United Kingdom
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ST
Sien Tan
Colleague at Scottish FriendlyEdinburgh, Scotland, United Kingdom
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NM
Nicola Mcginn
Colleague at Scottish FriendlyAirdrie, Scotland, United Kingdom
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BB
Brogan Boyd
Colleague at Scottish FriendlyUnited Kingdom
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JR
Joanne Reilly
Colleague at Scottish FriendlyStepps, Scotland, United Kingdom
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4 education records
Robert Forret education
Acca, Accountancy
Book-Keeping Level 2 Module 1, Accountancy, Distinction - Pass
Bachelor'S Degree, Chemistry, Honours Degree
High School, High School/Secondary Diplomas And Certificates, See Description Below
The James Young High School
FAQ
Frequently asked questions about Robert Forret
Quick answers generated from the profile data available on this page.
What company does Robert Forret work for?
Robert Forret works for Scottish Friendly.
What is Robert Forret's role at Scottish Friendly?
Robert Forret is listed as Investment Accounts Assistant at Scottish Friendly.
What is Robert Forret's email address?
AeroLeads has found 1 work email signal at @scottishfriendly.co.uk for Robert Forret at Scottish Friendly.
What is Robert Forret's phone number?
AeroLeads has found 2 phone signal(s) with area code 779 for Robert Forret at Scottish Friendly.
Where is Robert Forret based?
Robert Forret is based in Glasgow, Scotland, United Kingdom while working with Scottish Friendly.
What companies has Robert Forret worked for?
Robert Forret has worked for Scottish Friendly, Cbre, Muirhead, Grant Thornton Llp, and Arthur J. Gallagher & Co..
Who are Robert Forret's colleagues at Scottish Friendly?
Robert Forret's colleagues at Scottish Friendly include David Furie, Samuel Kerr, David Mcdougall, Lee Walker, and Iain Henderson.
How can I contact Robert Forret?
You can use AeroLeads to view verified contact signals for Robert Forret at Scottish Friendly, including work email, phone, and LinkedIn data when available.
What schools did Robert Forret attend?
Robert Forret holds Acca, Accountancy from Bpp University.
What skills is Robert Forret known for?
Robert Forret is listed with skills including Call Centers, Management, Sales, Account Management, and Negotiation.
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