Philippa O'Grady

Office Administrator at FORT FINANCIAL PLANNING LIMITED
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Contact Information
us****@****om
(386) 825-5501
Location
Sherborne, Dorset, United Kingdom, GB
Skills

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Bio

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Credentials

  • APM Introductory Certificate in Project Management
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  • Financial Planning Certificates 1,2 & 3
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Experience

  • FORT FINANCIAL PLANNING LIMITED
    • Office Administrator
      • Mar 2018 - Present

  • 20|20 Business Insight
    • Marketing Executive
      • Mar 2013 - Jan 2018

      20|20 Business Insight are a leading specialist provider of Project Management Training & Consultancy solutions, accredited by the Association for Project Management (APM), the Project Management Institute (PMI) and the APM Group (APMG). As Marketing Executive at 20|20 Business Insight I was responsible for supporting the head of marketing on projects directed at maximising company profits and developing sales strategies/marketing campaigns.

  • Lloyds Banking Group
    • Financial Advisor
      • Sep 1995 - Mar 2013

      Relationship buildingDiplomaticTarget driven; Key AccountabilitiesAchieve set sales targets, across all product areas on a monthly basisWork closely with introducers to pro-actively achieve activity targetsOffer holistic financial planning to customers.To maintain and work within a specified risk model.To provide excellent customer service.

Education

  • Crewe & Alsager College of Higher Education
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  • Yeovil College
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  • St Aldhelms School Sherborne
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Community

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