Sara Hollingsworth DipFA, CeMAP
Durham, United Kingdom
Financial Planning Manager.
Financial Services
Education
Institute of Financial Services 2008 — 2011
Financial Planning and Services
City of Sunderland College 2001 — 2002
Adult and Continuing Education and Teaching, 7307 Further Education Teaching Certificate
NVQ 1994 — 1995
National Vocational Qualification, Level 3
Newcastle College 1990 — 1991
Travel Agency Competence, Level 1 Air Travel
Houghton Kepier 1985 — 1990
GCSE
Experience
Newcastle Building Society September 2013 - Present
AXA Wealth November 2011 - May 2013
The Co-operative Financial Services October 2009 - November 2011
Newcastle Building Society May 2007 - October 2009
TUI Travel PLC July 2002 - May 2007
North East Chamber of Commerce April 2002 - July 2002
Kelly Services December 2000 - April 2002
TUI Travel PLC June 1990 - December 2000
Skills
Critical Illness, Pensions, Travel Management, Investments, Interdepartmental..., Residential Mortgages, Staff Development, Resource Staffing, Sales Management..., General Insurance, Personal Financial..., KPI Dashboards, Foreign Exchange, Customer Service, Protection, Compliance, Sales Presentations, Residential Project..., Mortgage Servicing, Sales Management, Performance Improvement, Performance Appraisal, Complaints, Report Writing, Income Protection, Staff Utilization, Customer-focused, Administrative Work, Performance Management, Inheritance Tax Planning, Recruiting, Appointment Making, First Time Home Buyers, PowerPoint, Microsoft Word, Presentations, Pipelines, Coaching Staff, Equity Release, Exceeding Targets, TCF, Coaching, Microsoft Excel, Holistic Financial..., Bancassurance, New Business Development, Fact Finding, Retail Sales, Banking, Certified Mortgage...