Vicki Roscorla

Associate Partner at St. James's Place Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Bournemouth Area, UK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

LinkedIn User

Vicki is very friendly, knowledgeable, attentive and good listener. It’s pleasure being a client of Vicki and I would recommend her to any of my friends and colleagues that look for Financial Advice.

Richard Brown

I've worked with Vicki in a number of different roles since I started LV in 2018. She has great financial services experience and brings her pragmatism and commerciality into all aspects of work. She is personable, a committed professional and great to work with.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Singapore
    • Financial Services
    • 300 - 400 Employee
    • Associate Partner
      • Apr 2021 - Present

      Helping busy, hard-working women plan for retirement and invest in their future with open, honest and supportive professional financial advice. Helping busy, hard-working women plan for retirement and invest in their future with open, honest and supportive professional financial advice.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Lead Finance Manager
      • Oct 2019 - Feb 2021

      Delivering financial support to Heritage Director including financial reporting, cost monitoring and cost efficiency.

    • Business Performance Manager
      • Oct 2018 - Sep 2019

      Working directly with CFO managing delivery into Board, Committees and Regulators

    • Lead Finance Manager
      • Jul 2015 - Sep 2018

      Leading a Business Partnering team providing support support to Retirement Solutions Director and Retirement Advice Director

    • Strategy and Corporate Development Manager
      • Apr 2014 - Jun 2015

      Progressing the LV Group’s strategic agenda and M&A activity

    • Finance Manager
      • Jan 2011 - Mar 2014

      Providing financial support to Direct to Consumer Director

    • Group Planning Manager
      • Jul 2008 - Dec 2010

Education

  • Chartered Insurance Institute
    Diploma in Financial Planning
    2021 - 2022
  • CIMA
    Chartered Management Accountant
  • University of Southampton
    Bachelor of Science (BSc), Economics with actuarial studies

Community

You need to have a working account to view this content. Click here to join now