Lisa Oldroyd Email & Phone Number
Financial Administrator @ Perspective Financial Group Ltd
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Lisa Oldroyd Location
- Outlane, England, GB
Lisa Oldroyd Work
- Financial Administrator @ (March 2024 - Present)
- Financial Administrator @ Perspective (HNH) Ltd (March 2024 - Present)
- Office Manager @ Sheards Financial Management (July 2022 - March 2024)
- Financial Administrator @ Sheards Wealth Management Ltd. (March 2018 - February 2024)
- Recruitment Co-Ordinator @ The Financial Adviser School (June 2013 - February 2018)
- Operations Support Co-Ordinator @ (November 2014 - November 2015)
- The FA School Co-Ordinator @ The Financial Adviser School (April 2012 - June 2013)
- Accounts Assistant - Part Time @ (September 2011 - March 2012)
- Training Co-Ordinator @ (January 2005 - June 2011)
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
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England, United Kingdom
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Non Executive Director
London, GB
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Group Acquisitions Director
Chorley, GB
Lindsey Chartered
Group Head of People
Chorley, GB
David Hesketh
Chief Financial Officer
Wilmslow, GB
Frank Thompson
Operations Manager
Stokenchurch, GB
Dale Gough
Office Principal and Financial Planner
Droitwich Spa, England, GB
Mena Heer
M and A Integration Manager
Slough, GB
Thomas Rowen
General Counsel
Manchester, England, GB
Jayne Fcim
Group Head of Marketing
Seaton Burn, England, GB
Jim Knights
Director
Marlborough, GB
Lisa Aica
Head of Core Compliance
Birmingham, GB
Tom SMP
Director
England, United Kingdom
Evita Kraukle
Group Financial Controller
Wigan, GB
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