Joanne Orrell DipPFS

Experience

• 

  Barclays UK

  Jun 2006 - Jun 2016

  Essential Operations

  Share enthusiasm for all things digital with customers and advise them on how our apps and online services can make their lives easier and be passionate about every single customer in the community.● Day to day management of a till and customer account servicing with a high amount of accuracy and attention to detail.● Adhering to industry determined policies and procedures to ensure regulatory requirements are maintained.● Strive to provide excellent service and have a thirst for learning new things. Always putting the customer first, but also be adept at working in the community banking team and supporting colleagues.● Maintain meticulous bookkeeping records, balancing internal accounts and Branch Control Log within a network wide Assurance Framework. Show less

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  Barclays

  Mar 2017 - Feb 2018

  Operations Specialist

  It is my responsibility to drive operational performance for the community, by supporting and developing colleagues, and taking ownership of the customer journey to provide an excellent experience.Ensure that operational compliance standards are adhered to across the Preston Market through the Branch Assurance Framework. Responsible for cashiers, cash management and administration activities, in accordance with set procedures, to ensure that every customer receives exceptional service. Identify complex and non-standard customer requirements and sales opportunities and refer them to either a personal banker or the most appropriate specialist colleague. In addition, address and escalate queries, complaints and feedback to achieve the best possible outcome for our customers. Show less

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  NJH WEALTH MANAGEMENT LIMITED

  Mar 2018 - now

  Specialising in providing tailored financial solutions to individuals and families, helping them navigate their financial journey with confidence. With over 18 years of experience in the finance industry, I have developed a deep understanding of St. James's Place products and services, enabling me to offer comprehensive advice across investments, pensions, protection, and estate planning.Key Highlights:• Expertise in conducting thorough financial assessments and developing personalised financial plans to meet clients' unique goals and objectives.• Focus on building and maintaining long-term client relationships through trust, integrity, and exceptional service.• Strong knowledge of industry regulations and market trends, ensuring clients receive up-to-date and relevant advice.• Continuously seek professional development opportunities to enhance skills and stay abreast of changes in the financial landscape.NJH Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).SJP Approved 30/08/2024 Show less Providing a comprehensive, confidential and professional support services to Financial Advisers in all aspects concerned with the efficient and effective administration of their client base. These tasks are to include: ➢ Acknowledging, vetting and processing of new business applications for all products ➢ Fully utilise back-office system to ensure client records are up to date and accurate ➢ Preparing for client meetings producing all required compliance documentation ➢ Preparing client valuations and reports as required ➢ Dealing with general client queries, both verbal and written ➢ Corresponding with investment companies and providers to obtain the necessary information and documentation as required ➢ Maintain excellent working knowledge of providers’ systems and requirements Show less

  • Wealth Manager, NJH Wealth Management Ltd.

    Nov 2023 - now

  • Paraplanner

    Mar 2018 - Nov 2023