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Allison Charlton

Private Wealth Operations Manager at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/foster-denovo">Foster Denovo</a>

Intro Book

Seasoned finance expert with 18 years of experience in financial services and wealth management.

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Location

Addlestone, England, United Kingdom, GB

Skills

Financial Services
Management
Pensions
Investments
Wealth Management
Retirement Planning
Change Management
Project Management
Wealth
Financial Planning
Strategic Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$120.0

Hourly Rate

How This Rate is Calculated

Okay, so Allison has 18 years of experience in financial services, which is a significant amount of time. She has also held leadership roles, including Private Wealth Operations Manager, which indicates a high level of responsibility. Her education includes an A Levels degree, which is a good foundation for a career in finance. Considering her experience, education, and industry, I would estimate her hourly rate to be around $120. This is lower than what I would expect for someone with more senior roles or with a Master's degree, but it's still a good rate for someone with her experience and qualifications.

Bio

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Topline AI

Allison Charlton is a seasoned finance professional with 18 years of experience in financial services, management, and wealth management. She has held various leadership roles, including Private Wealth Operations Manager at Foster Denovo and Training Co-ordinator at Cornhill Life.

Credentials

Management Diploma

-

Experience

Foster Denovo

United Kingdom

Financial Services

200 - 300 Employee
- Private Wealth Operations Manager
  
  Oct 2023 - Present
- Business Operations Manager
  
  May 2021 - Nov 2023
- Sales Support Manager/Client Experience Manager
  
  Feb 2006 - May 2021
  
  Management of the Sales Support Team over 3 locationsFacilities ManagementHealth & Safety OfficerManagement and development of the Client Experience Teams in 2 locationsMember of the Senior Management Team
Foster Denovo Ltd
- EB Operations & Group Sales SupportManager
  - Jul 2018 - May 2021
  Management of the Sales Support Team over3 locationsFacilities managementHealth and Safety officerManagement of the Employee Benefits Client Experience Team (Pension)Management and development and the Group Risk and Healthcare Team
Cornhill Life
- Guildford, United Kingdom
- Training Co-ordinator
  - Aug 1987 - Dec 2005
  - Guildford, United Kingdom
  Training plans for new staffAnnual competency testing for existing staffProduction of training manuals and guides

Education

1981 - 1987

Kings Manor Guildford

1981 - 1987

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Allison Charlton

Refer a Friend to Get
100 Credits For FREE

$120.0

Hourly Rate