Tracy Abbott Email and Phone Number
Tracy Abbott work email
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Tracy Abbott personal email
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.
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ParaplannerRichmond House Wealth Management LimitedStevenage, Gb -
Client Support ManagerRichmond House Wealth Management Limited Dec 2017 - PresentStevenage, United KingdomWriting 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.
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Financial Administration, Business Assistance And Practice ManagerRichmond House Wealth Management Limited Aug 2002 - PresentStevenage, United KingdomRichmond 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
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Ifa AdministratorHill Oldridge Sep 2001 - Jul 2002London, United KingdomProvided full administrative support service to financial consultants. -
Office Manager/Ifa SupportBaigrie Davies & Co Jun 2000 - Aug 2001London, United KingdomProvided full administrative support service to financial consultants, and managed office staff.
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Administration / Office ManagerRsa Aug 1989 - Jun 2000Enfield, Then Watford & Then London
Tracy Abbott Skills
Tracy Abbott Education Details
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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.
Not the Tracy Abbott you were looking for?
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Tracy Abbott
Senior Project Officer At South Essex Partnership University Nhs Foundation TrustLuton1sept.nhs.uk -
Tracy Abbott
United Kingdom1argentpartnership.com -
2o2.co.uk, suffolk.gov.uk
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