Olly Pechey

Client Administrator at Benchmark Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
Maidstone, England, United Kingdom, GB
Languages
  • English -
Skills

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Bio

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Credentials

  • R04 Pensions and Retirement Planning
    Chartered Insurance Institute
    Dec, 2022
    - Oct, 2024
  • R03 Personal Taxation
    Chartered Insurance Institute
    Jun, 2022
    - Oct, 2024
  • R02 Investment Principles and Risk
    Chartered Insurance Institute
    Jan, 2022
    - Oct, 2024
  • R05 Financial Protection
    Chartered Insurance Institute
    Aug, 2021
    - Oct, 2024
  • R01 Financial Services, Regulation and Ethics
    Chartered Insurance Institute
    Nov, 2020
    - Oct, 2024

Experience

  • Benchmark Financial Planning
    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Client Administrator
      • Mar 2022 - Present

      Benchmark Financial Planning is a multi-award-winning Chartered financial planning firm, providing friendly financial planning for your journey through life.You might be buying your first home or about to retire. Along the way, you’ll want to make sure your loved ones have everything they need. As you navigate life’s journey, we’ll be right beside you. Benchmark Financial Planning is a multi-award-winning Chartered financial planning firm, providing friendly financial planning for your journey through life.You might be buying your first home or about to retire. Along the way, you’ll want to make sure your loved ones have everything they need. As you navigate life’s journey, we’ll be right beside you.

  • The Children's Society
    • United Kingdom
    • Non-profit Organizations
    • 1 - 100 Employee
    • Major Donors Relationship Manager
      • Nov 2020 - Mar 2022

      The Children's Society has dedicated more than 100 years to protecting the hopes of children threatened by abuse, exploitation and neglect The Children's Society has dedicated more than 100 years to protecting the hopes of children threatened by abuse, exploitation and neglect

  • Cancer Research UK (CRUK)
    • United Kingdom
    • Non-profit Organizations
    • 700 & Above Employee
    • Philanthropy Manager (Redundancy - Covid)
      • Sep 2019 - Nov 2020

  • ellenor
    • United Kingdom
    • Retail
    • Corporate & Major Donor Manager
      • Aug 2018 - Sep 2019

  • Charities Aid Foundation
    • United Kingdom
    • Non-profit Organizations
    • 300 - 400 Employee
    • Private Client Manager
      • Jun 2014 - Aug 2018

    • Standard Trust Client Adviser
      • Jun 2010 - Jun 2014

    • Trust Administrator
      • Jun 2006 - Jun 2010

Community

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