Sarah O'Hara

Experience

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  HSBC

  Apr 2005 - Sept 2014

  • Area Premier Manager

    Apr 2011 - Sept 2014

  • Senior Premier Manager

    Apr 2009 - Apr 2011

  • Financial Planning Manager

    Apr 2007 - Apr 2009

  • Mortgage Manager

    Apr 2005 - Apr 2007
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  Chartered Financial Management (UK) Ltd

  Oct 2014 - Oct 2015

  Client Account Manager

  Working closely with Independent Financial Adviser (Director and Owner) to provide a highly efficient, proactive and seamless relationship with clients.Key responsibilities: superior levels of customer service and communication. Facilitation of research, reports and recommendations including all aspects of pension planning and investments through a paraplanning service. Implemenation of recommendations with timely administration, processing and good order. Organisation of ongoing customer contact management and annual reviews. Show less

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  Handelsbanken

  Oct 2015 - now

  Individual Banking Manager

  Handelsbanken are a Swedish company founded in 1871 with the original aim of pursuing 'true banking activities'. It has grown significantly and now has over 900 branches in over 25 countries. Since the year 2000 the bank has established a network in the UK of over 200 branches.Each Handelsbanken branch operates as it's own small business making local decisions for local people. Handelsbanken Clifton is a solid, local bank, built on close relationships with traditional values and we work carefully to identify customers with the same views. Show less