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@scruttonbland.co.uk
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Wendy Bones is listed as Client Support Administrator at Woodward Markwell Financial Advisers Ltd, a company with 41 employees, based in Ipswich, England, United Kingdom. AeroLeads shows a work email signal at scruttonbland.co.uk and a matched LinkedIn profile for Wendy Bones.
Wendy Bones previously worked as Practice Manager at Scrutton Bland and IFA Secretary at Scrutton Bland. Wendy Bones holds Rsa I & Ii With Distinctions from Suffolk College.
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In my role as Client Support Administrator, it is my responsibility to liaise with both our clients and our Independent Financial Advisers to book Financial Review meetings and coordinate valuation, compliance and post review meeting documentation. Using CURO to monitor client information updates and keeping the Directors apprised of task targets. Helping out with our marketing too, which is so much fun.What is it like to work for Woodward Markwell Financial Advisers? They care about the people who work for them, there's tight knit support approach from everyone, from Directors to the Administration team. and everyone in between. The client referrals speak for themselves, that this is a full service, supportive, empathic company that are just out to do the best job possible for their clients and support their teams growth in the processes. A little about me, where I came from. Past business roles have included: Customers Services Manager, Practice Manager, PA, Secretary, Admin Support and professional secretarial temp to a number of companies over the past 30+ years. Experience in Sales, Marketing, Shipping, Haulage, Law, Construction, Financial Advice, Accountancy, Tax, Auditing and Music.
Listed skills include Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, and 13 others.
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Ipswich, England, United Kingdom
In my role as Client Support Administrator, it is my responsibility to liaise with both our clients and our Independent Financial Advisers to book Financial Review meetings and coordinate valuation, compliance and post review meeting documentation. Using CURO to monitor client information updates and keeping the Directors apprised of task targets. Helping.
Ipswich, England, United Kingdom
When Scrutton Bland Financial Services Ltd was sold to the Amber River Group in September 2021 a whole new world of opportunity opened up for the SBFSL team. I was not looking for the promotion to Practice Manager but Amber River were quite insistent, and so were the members of our Paraplanner support team, so I accepted the role with their blessing. With.
Ipswich
The position of IFA Secretary, working with the Independent Financial Advisers and Paraplanners at Scrutton Bland Financial Services Ltd, was an opportunity I couldn't turn down when it was offered to me. Staying within the Scrutton Bland Group, using all my skills from previous roles and adding the use of the Adviser Office/AVELO/CURO/ Dynamics 365.
Provide secretarial support to 70+ staff and 11 partners covering Auditing, Accountancy,Tax and Insurance services. Digital Dictation, Powerpoint presentations, Accounting and Share Valuation Reports along with all the general office duties that fall to a Secretary to do. Also solely responsible for the update and maintenance of the companies CRM database.
Ipswich, England, United Kingdom
Following the purchase of Scrutton Bland Financial Services Ltd in September 2021, the Amber River Group brought us together with Orwell Securities and Emery IFA to create Amber River East Anglia. https://amberriver.com/about/ My employment continues as Hub PA. I will be looking after many aspects of operation for the Hub, supporting senior management, our.
Ipswich
Secretary to HR Director, Engineering Director and Sales Director.
Stowmarket
Overseeing the sale of malted cereal crops to Microbreweries worldwide and the marketing of malted extract products. Maintaining contact with brewers in many countries and liaising with production, warehousing and delivery departments.
Other employees you can reach at woodwardmarkwell.co.uk. View company contacts for 41 employees →
Rachel Fortescue Dip Pfs
Colleague at Woodward Markwell Financial Advisers LtdGreater Ipswich Area, United Kingdom
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Mark Barr
Colleague at Woodward Markwell Financial Advisers LtdGreater Ipswich Area, United Kingdom
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Davina Olson Fpfs, Cert Cii (Mp)
Colleague at Woodward Markwell Financial Advisers LtdGreater Ipswich Area, United Kingdom
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Emily Harvey
Colleague at Woodward Markwell Financial Advisers LtdGreater Ipswich Area, United Kingdom
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Dan Fox Mcsi Dippfs
Colleague at Woodward Markwell Financial Advisers LtdUnited Kingdom, United Kingdom
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Liz Barker
Colleague at Woodward Markwell Financial Advisers LtdColchester, England, United Kingdom, United Kingdom
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Mel C.
Colleague at Woodward Markwell Financial Advisers LtdGreater Colchester Area, United Kingdom
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Peter Hutchings
Colleague at Woodward Markwell Financial Advisers LtdGreater Ipswich Area, United Kingdom
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Activities and Societies: I'm a singer, classically trained. I've sung with many local bands, covering most genre of music. I started at.
Quick answers generated from the profile data available on this page.
Wendy Bones works for Woodward Markwell Financial Advisers Ltd.
Wendy Bones is listed as Client Support Administrator at Woodward Markwell Financial Advisers Ltd.
AeroLeads has found 1 work email signal at @scruttonbland.co.uk for Wendy Bones at Woodward Markwell Financial Advisers Ltd.
Wendy Bones is based in Ipswich, England, United Kingdom while working with Woodward Markwell Financial Advisers Ltd.
Wendy Bones has worked for Woodward Markwell Financial Advisers Ltd, Scrutton Bland, Amber River East Anglia, Crane Fluid Handling, and Muntons Plc.
Wendy Bones's colleagues at Woodward Markwell Financial Advisers Ltd include Rachel Fortescue Dip Pfs, Mark Barr, Davina Olson Fpfs, Cert Cii (Mp), Emily Harvey, and Dan Fox Mcsi Dippfs.
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Wendy Bones holds Rsa I & Ii With Distinctions from Suffolk College.
Wendy Bones is listed with skills including Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Powerpoint, Team Management, Sales Management, and Microsoft Crm.
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