Joanne Williams

Finance Manager at Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Experience

  • Hall & Costello Wealth Management Ltd, Senior Partner Practice of St. James's Place
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Finance Manager
      • Mar 2022 - Present

    • Head of Operations & Finance
      • Jan 2020 - Mar 2022

    • Practice Manager
      • Jun 2018 - Jan 2020

      Overseeing the admin processes, banking, accounts and day-to-day running of the office and team.I am responsible for compliance, ensuring that our para-planners and advisors adhere to FCA legal requirements, anti-money laundering procedures and GDPR.I also look at ways to improve our running strategies and implement new procedures, processes and systems to become more efficient and seamless in our service delivery.

  • Restaurant Group
    • Financial Controller
      • 2014 - May 2018

  • Travel Services
    • Account Manager
      • 2012 - 2014

  • Kenbrook Group
    • London, United Kingdom
    • Personal Assistant
      • 2007 - 2010

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