Sarah O'Hara

Sarah O'Hara

Followers of Sarah O'Hara173 followers
location of Sarah O'HaraGreater Bristol Area, United Kingdom

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  • Timeline

  • About me

    Individual Banking Manager at Handelsbanken

  • Education

    • University of Wales Institute, Cardiff

      1998 - 2001
      Bachelor’s Degree Sports and Exercise 2:1
  • Experience

    • 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
    • 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

    • 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

  • Licenses & Certifications

    • Certificate for Financial Advisers

      Institute of Financial Services
    • Mortgage Advice Qualification

      Chartered Insurance Institute