Tom Pollard
Senior Advice Support Administrator at Rathbones
Based in Huddersfield, United Kingdom
7-day free trial · no credit card
Seniority
Other
Department
Other
Location
Huddersfield
Industry
Financial Services
Company size
2.6K
Contact information
Reveal Tom's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
t•••••••@rathbones.com
Phone
5 credits+44 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Tom Pollard
I currently work as an Senior Advice Support Administrator at Rathbones and have nearly 5 years of experience in the Financial Planning Industry. My responsibilities include gathering policy information to aid report writing, ensuring the efficient processing of new applications and transfers, and helping the firm meet its regulatory obligations under MiFID II. I am eager to pursue Paraplanning roles. My outstanding analytical skills and excellent written and verbal communication would make me a strong candidate. I have passed 5 of the 6 modules towards the CII Level 4 Diploma in Regulated Financial Planning and I aim to achieve chartered status in the future. I look forward to using the technical knowledge gained from my studies to help clients invest well and achieve their goals
Decision-makers
Other people at Rathbones
- KLDirector
Kirsty Luciani
Head of Testing · Information Technology
- DAStaff
Denzel Amo
Assistant Financial Planner · Finance & Accounting
- RTDirector
Rebecca Tunstall
Investment Director · Finance & Accounting
- KGStaff
Kristy Goddard
Financial Crime Analyst · Finance & Accounting
- SRManager
Shiv Rajendran
Learning & Development Partner · Human Resources
Build a list of verified contacts at Rathbones
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Tom
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime