Wendy Bones Email & Phone Number

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 out with our marketing too, which is so much fun.What is it like to work for Woodward Markwell Financial Advisers? They care about… Show more 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. Show less

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 the added bonus of having Orwell Securities join us in our Ipswich office and Emery IFA in our Colchester office, we are truly blessed… Show more 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 the added bonus of having Orwell Securities join us in our Ipswich office and Emery IFA in our Colchester office, we are truly blessed with an exception independent financial advice team and I feel honoured to help them forward into the future. Show less

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 systems to my list of client data packages, working on client project work and closely with work referral contacts.

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 financial advisers and the wider support team. I will also be the point person for our professional network.

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.

Rsa I & Ii With Distinctions

Education record

Activities and Societies: I'm a singer, classically trained. I've sung with many local bands, covering most genre of music. I started.