Natasha Rolls Thomson Dip Fa Ce Map
About Natasha Rolls Thomson Dip Fa Ce Map
Natasha Rolls Thomson is a Financial Planning Manager with extensive experience in customer service and financial management. She has worked in various roles within the financial sector and holds multiple qualifications in financial services and law.
Work at Nationwide Building Society
Natasha Rolls Thomson has served as a Financial Planning Manager at Nationwide Building Society since 2021. In this role, she applies her extensive knowledge of financial planning and management to assist clients in achieving their financial goals. Her responsibilities include developing tailored financial strategies and providing guidance on various financial products.
Previous Employment Experience
Prior to her current position, Natasha worked in various roles that contributed to her expertise in financial services. She was a Personal Banking and Insurance Manager from 2014 to 2016, and a Mortgage Consultant from 2016 to 2021, both in Cambridge, Massachusetts. Additionally, she served as a Customer Representative in Cambridge, United Kingdom, and held positions at Hotel Chocolat as a Senior Supervisor and Sales Advisor.
Education and Expertise
Natasha has a solid educational background in finance and law. She studied at the Institute of Financial Services, achieving a Certificate in Mortgage Advice and Practice (CeMAP) from 2015 to 2016. She also holds a Bachelor of Laws (LLB) from Leeds Beckett University, completed in 2010. Furthermore, she obtained a Diploma in Financial Advice (DipFA) from The London Institute of Banking & Finance in 2020.
Skills and Competencies
Natasha possesses a comprehensive understanding of sales, which enhances her financial planning and management capabilities. She is proficient in Microsoft PowerPoint and has strong public speaking skills, both of which are valuable in her role as a Financial Planning Manager. Her background in customer service further strengthens her ability to build and maintain client relationships.
Background in Customer Service
Natasha has a robust background in customer service, having worked in various roles that required direct interaction with clients. This experience includes her time as a Customer Service Representative at RBS and other positions in retail and banking. Her customer service skills are integral to her approach in financial planning, allowing her to address client needs effectively.