Lisa Oldroyd Email & Phone Number
Financial Administrator @ Perspective Financial Group Ltd
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Lisa Oldroyd Location
- Outlane, England, GB
Lisa Oldroyd Work
- 2024 -now Financial Administrator @
- 2024 -now Financial Administrator @ Perspective (HNH) Ltd
- 2022 -2024 Office Manager @ Sheards Financial Management
- 2018 -2024 Financial Administrator @ Sheards Wealth Management Ltd.
- 2013 -2018 Recruitment Co-Ordinator @ The Financial Adviser School
- 2014 -2015 Operations Support Co-Ordinator @
- 2012 -2013 The FA School Co-Ordinator @ The Financial Adviser School
- 2011 -2012 Accounts Assistant - Part Time @
- 2005 -2011 Training Co-Ordinator @
Lisa Oldroyd Education
- Salendine Nook High School 1991-1996
- Salendine Nook High School
GCSE's
1991-1996
Lisa Oldroyd Skills
- Customer Service
- Investments
- Relationship Management
- Employee Relations
- Insurance
- Financial Planning
- Portfolio Management
- Financial Services
- Administrative Assistants
- Administrative Assistance
- Income Protection
- Onboarding
- Traffic Management
- Finance
- Risk Management
- Pensions
Lisa Oldroyd Summary
- Lisa Oldroyd, based in Outlane, England, GB, is currently a Financial Administrator at Perspective Financial Group Ltd. Lisa Oldroyd brings experience from previous roles at Perspective (HNH) Ltd, Sheards Financial Management, Sheards Wealth Management Ltd. and The Financial Adviser School. Lisa Oldroyd holds a 1991 - 1996 Salendine Nook High School. With a robust skill set that includes Customer Service, Investments, Relationship Management, Employee Relations, Insurance and more. Lisa Oldroyd has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Perspective Financial Group Ltd Employees
Daniel Stokoe
Regional Director, Head of Training Academy and recruitment
England, United Kingdom
Sam Smith
Group Acquisitions Director
Chorley, GB
Julie Hepworth
Chief Regulatory Officer
Halifax, GB
Lindsey Chartered
Group Head of People
Chorley, GB
David Hesketh
Chief Financial Officer
Wilmslow, GB
Harriet Griffin
Chief Operating Officer
London, England, United Kingdom
Martyn Apfs
Regional Operations Director
Leeds, GB
Mena Heer
M and A Integration Manager
Slough, GB
Andrew Gait
Branch Principal
Cardiff, GB
Jim Knights
Director
Marlborough, GB
Lewis Benson
Financial Planner
Shrewsbury, GB
Daria Opanowska
Group Head of Finance
Manchester, England, GB
Tom SMP
Director
England, United Kingdom
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