Tracy Abbott

Tracy Abbott Email and Phone Number

Stevenage, GB
Tracy Abbott's Location
Stevenage, England, United Kingdom, United Kingdom
Tracy Abbott's Contact Details

Tracy Abbott work email

Tracy Abbott personal email

n/a
About Tracy Abbott

Highly experienced and effective Client Support Manager in the financial services sector. I am able to deliver an excellent level of service in an administration, management, customer facing or PA role. Professional, confident and outgoing capable to develop and maintain relationships easily. Well organised and self-motivated and familiar with working in a targeted sales environment and able to work in a highly compliant financial service industry, familiar with many aspects of HR, training, preparing and presenting seminars and events, and PA/diary management support at Director level. My experience of both large and small companies gives me the ability to multi-task recognising and prioritising tasks and deadlines. I have excellent communication and interpersonal skills and am able to provide comprehensive, varied, reliable administrative and management support by applying my business knowledge across any industry. Previously rewarded for excellent customer service. Fully conversant with all Microsoft Office applications and specialist systems.

Tracy Abbott's Current Company Details
RICHMOND HOUSE WEALTH MANAGEMENT LIMITED

Richmond House Wealth Management Limited

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Paraplanner
Stevenage, GB
Tracy Abbott Work Experience Details
  • Richmond House Wealth Management Limited
    Paraplanner
    Richmond House Wealth Management Limited
    Stevenage, Gb
  • Richmond House Wealth Management Limited
    Client Support Manager
    Richmond House Wealth Management Limited Dec 2017 - Present
    Stevenage, United Kingdom
    Writing Recommendation reports. Provide all aspects of technical support, conducting research on behalf of Financial Advisers e.g. O&M, Cash Flow, Dynamic Planner, IRESS.Liaising with Financial Adviser to identify business opportunities – annual review packs, new business. Liaising with Richmond House Investment Management team regarding our DFM service.Instructing withdrawals / fund switching on client accounts (DFM and non-DFM).New business processing/submitting.Reviewing Annual Reviews portfolio packs for Business opportunities. Updating Leads information.General Emails/Administration. Maintain positive relations with Insurers and their representatives.Dealing with client queries raised by either client or insurer/consultant.Accompany advisers on client visits if required.
  • Richmond House Wealth Management Limited
    Financial Administration, Business Assistance And Practice Manager
    Richmond House Wealth Management Limited Aug 2002 - Present
    Stevenage, United Kingdom
    Richmond House Group: Practice Manager – June 2011 to November 2017Human ResourcesOperationalCommunicationHealth and SafetyFinancial Services Manager/Business Assistant – November 2003 to May 2011Financial Services Administrator –September 2002 to October 2003
  • Hill Oldridge
    Ifa Administrator
    Hill Oldridge Sep 2001 - Jul 2002
    London, United Kingdom
    Provided full administrative support service to financial consultants.
  • Baigrie Davies & Co
    Office Manager/Ifa Support
    Baigrie Davies & Co Jun 2000 - Aug 2001
    London, United Kingdom
    Provided full administrative support service to financial consultants, and managed office staff.
  • Rsa
    Administration / Office Manager
    Rsa Aug 1989 - Jun 2000
    Enfield, Then Watford & Then London

Tracy Abbott Skills

Income Protection Wealth Management Pensions Inheritance Tax Planning Protection Financial Services Retirement Planning Retirement Management

Tracy Abbott Education Details

  • Kingsmead
    Kingsmead

Frequently Asked Questions about Tracy Abbott

What company does Tracy Abbott work for?

Tracy Abbott works for Richmond House Wealth Management Limited

What is Tracy Abbott's role at the current company?

Tracy Abbott's current role is Paraplanner.

What is Tracy Abbott's email address?

Tracy Abbott's email address is ta****@****g.co.uk

What schools did Tracy Abbott attend?

Tracy Abbott attended Kingsmead.

What skills is Tracy Abbott known for?

Tracy Abbott has skills like Income Protection, Wealth Management, Pensions, Inheritance Tax Planning, Protection, Financial Services, Retirement Planning, Retirement, Management.

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