Pamela Lilley BA Hons Dip PFS
Newark-on-Trent, Nottinghamshire, United Kingdom
Independent Financial Adviser at Opal Financial Management 07739 578943
Financial Services
Education
The Nottingham Trent University 1995 — 1997
BA Hons Humanities, English and Social Psychology, First class
Grove Comprehensive 1970 — 1977
3 'A' levels and 9 GCSEs at C or above
Experience
Opal Financial Management July 2013 - Present
AXA Wealth July 2005 - July 2013
Britannia Building Society February 2001 - July 2005
Britannia Building Society January 2000 - February 2001
Nottingham Trent University August 1997 - January 2000
Nottingham Trent University July 1997 - January 2000
Skills
Life Insurance, Customer Oriented, Personal Financial..., Relationship Management, Protection..., SIPP, Inheritance Tax Planning, Holistic Financial..., Data Entry, Wealth Management, Retail Banking, Building Relationships, Pensions, Mutual Funds, Personal Pensions, Wealth Accumulation, Retirement Planning, Savings, Protection, Retirement Savings, Team Management, CeMap Qualified, Lecturing, Income Protection, Listening to customers, Investment Advisory, Employee Training, Financial Regulation, Financial Services, Seminars, Mortgage Marketing, FSA, Residential Mortgages, Investments, Sales Presentations, High Net Worth..., Bancassurance, Study Skills, Critical Illness, Financial Advisory, Long-term Customer..., Fixed Annuities, Strategic Financial..., Course Management, Training Delivery, CeMAP, Telephone Skills, Independent Financial..., Private Banking, Wealth