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)
- The FA School Co-Ordinator @ The Financial Adviser School (April 2012 - June 2013)
- Operations Support Co-Ordinator @ (November 2014 - November 2015)
- 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
- Administrative Assistance
- Administrative Assistants
- Customer Service
- Employee Relations
- Finance
- Financial Planning
- Financial Services
- Income Protection
- Insurance
- Investments
- Onboarding
- Pensions
- Portfolio Management
- Relationship Management
- Risk Management
- Traffic Management
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 Administrative Assistance, Administrative Assistants, Customer Service, Employee Relations, Finance 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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Thomas Rowen
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Jayne Fcim
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Seaton Burn, England, GB
Jim Knights
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Lewis Benson
Financial Planner
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Iain McKenzie
Chief Operating Officer
United Kingdom
Lisa Aica
Head of Core Compliance
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Tom SMP
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Sara M.
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