Samantha Thomsett Email & Phone Number

Rottingdean, England, United Kingdom

2003 I returned to financial services following a 10 year career break with my daughter. At the time I set myself a target to achieve my own IFA Practice. I'm please to say that I am finally there.......and I couldn't be happier.In addition to my friends from the, Halifax and Portman, I have met quite a few people on this latest journey (Navigators.

Horsham, West Sussex, United Kingdom

Brighton, United Kingdom

Brighton, United Kingdom

• Manage relationships with key Business suppliers & Delegated Authority arrangements ensuring a focus on portfolio development, mix, adherence to governance, controls
• Accountability for authority levels
• Ownership and drive for dedicated Portfolio management
• Ability to prioritise and focus on targets & results balancing technical requirements
• Serve as key contact for assigned targets, bordereaux and accounts
• Continually seek to drive improvement in service levelsResponsible for relationship management, portfolio development, and working with our business partners to ensure successful outcomes for our customers throughout.

Brighton, United Kingdom

Operations professional with a demonstrable track record of progression and achievement utilising leadership, problem solving, planning, and people management. Using management competency skills to deliver a continuous business improvement in customer focused environments. Attendance at national shows led the Company to achieve page 1 of Google, Two.

Brighton, United Kingdom

• Top Performing Consultant Nationwide May 2009 (224% of target)
• Required to produce financial reports and forecasts for senior manager.
• Regularly reviewing and monitoring accounts to ensure compliance with regulations.
• Promoting and marketing the business to attract clients.
• Advising and identifying appropriate investment services for clients.
• Demonstrating investment strategies clearly to clients.

Basingstoke

• Events, Exhibitions, Purchasing, Invoicing, IFA Support, Mortgage administration & Factoring Communication of regulatory compliance Issues
• Prepared investment analysis for individual clients as well as corporate ones.
• Preparing and maintaining the client files.
• Preparing recommendations.

Basingstoke

Initial setting up and running of a corporate Business Department. Increasing the Company Public profile within Hampshire.Organisation of Presentations to National Companies, Accounts and Smaller Businesses’. This included Group Personal Pensions, Stakeholder Pensions and Corporate Financial Planning. Long Term Care Seminars

Guildford

Advising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clients

London, United Kingdom

• 232% of my annual Target in First Month of Sales In Halifax
• Top 10 Club Regularly achievedAdvising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clientsProject Manager January 96 - June 96.

Essex

Advising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clients

London, United Kingdom

Advising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clients

London, United Kingdom

Advising clients on all aspects of finance from Investment Mortgage Plans, Bonds, ISA’s, Unit Trusts, Annuities and Pensions. Servicing existing clients

Cornwall

Balancing the Branch Safe and Counter for 10 tills. Ordering and remitting money for the following week.

Certcii, Dippfs,, Certscii(Mp,Er)

The Advanced Diploma in Insurance the professional qualification which covers all sectors of the industry. An enhanced understanding of.

Education record

A Levels O Levels