Our Administration Team

 

 

Our administration team includes our advisers’ Personal Assistants, receptionists and general business support.  They are on hand to ensure we deliver exceptional client service. 

Nicole
 
Personal Assistant to Kevin
Vicky
Compliance assistant

Nicole joined in 2015 and looks after Kevin and his clients with a cheerful “can do” attitude and all the attributes needed for such a demanding job.

I joined Atkins Bland in 2015, having worked in the Financial Services industry since leaving school at sixteen, which is more years than I care to remember!


My role involves providing administrative support to Kevin in terms of business compliance, and also to the other teams, helping make sure the business is up to speed with the ever changing regulatory environment and that it is implemented effectively in our company policies, procedures and general practice.

Hannah
 
Administrator

Hannah works part time assisting in a variety of ways, helping to ensure our records are up to date and all is running smoothly in the archives of the firm, as well as assisting as and when needed with typing, client and product provider communications.

Heather
 
Personal Assistant to John

Heather combines the roles of P.A. and wife of director John Knott and joined the firm shortly after John did.

In her own words: 

"I enjoy the challenges of working in a changing industry, for a firm which holds knowing its clients, honesty and integrity as its main objectives. 

Outside work, I enjoy renovating and showing classic vehicles, and canal boating."

Dawn
Administrator

Dawn joined Atkins Bland in 2018 to provide support to John’s team and his clients.

In her own words

“I have many years’ experience in the financial services and banking sectors.

I was delighted to join the company whose professionalism and commitment to providing exceptional, personal service to their clients is refreshing after a number of years working in the corporate world”.

Nina
 
Administrator

In her own words:

 

"I have been working for Simon in the pensions team for 10 years. My main duties include preparing pension and investment reviews, and the administration for clients across different wrap providers. I also look after the group schemes and their members, and ensure each of our clients is treated in an efficient and friendly way."

Terri
 
Personal Assistant to Simon

In her own words:

 

"I have worked as a part of Atkins Bland for the last 20 years. I have seen the company and industry change and it has been great to see the firm grow. I work closely with Simon, assisting in executing portfolio changes and new business, gathering necessary client information to keep their best interests in mind, and helping Simon manage his schedule. 

I am the main point of contact for Simon's clients, and so have a good understanding of each individual case as it comes through our team."

Leanne
 
Administrator

In her own words:

 

"I've been part of Simon's team for the last 8 years and assist him with typing and delivering client correspondence, as well as other general administrative duties.

It is good to work in such a tight-knit team with a deep understanding of our client's needs."

Debbie
 
Personal Assistant to Darren and Jim Salmon
Anne
 
Personal Assistant to Darren

In her own words:

 

"I have worked closely with Darren and Jim Salmon since 2012, as a PA for both, assisting in the development and execution of portfolio reviews, research and analysis, liaising with clients and providers and general administration.

I hold the Certificate in Mortage Advice & Practice (CeMAP) and am also studying for the CII Certificate of Paraplanning."

In her own words:

 

"I have been PA/Technical administrator to Darren since joining the company in June 2010. My role is to support Darren in all aspects, including writing financial reports/advice letters, preparation of client portfolio reviews, processing changes to client's portfolios, research and analysis and other general administrative duties (and, of course, being a point of contact for our clients).

I have Financial Planning Certificates to level 3, and also a Certificate of Mortgage Advice & Practice."

Michelle
Personal Assistant to Hayley Clow
 

Michelle joined Atkins Bland in 2017 after spending 10 years in South East Asia.

In her own words:

“Returning to the independent financial services sector after 10 years has been an interesting experience and appreciating how much technology and regulations has shaped and influenced the industry. My role within PRT in assisting with the drafting of client investment reviews allows me to gain more detailed knowledge around financial services.”
 

Kelly
 
Personal Assistant to Robert Carter

Kelly joined Atkins Bland mid 2018 as a receptionist and quickly progressed to the role of Personal Assistant to Rob.

 

In her own words:

 

“My job is all about helping clients and supporting Rob in meeting their needs by ensuring any instructions are actioned and completed efficiently.

 

Most of my spare time is spent with my son, exercising at the gym and keeping up with family and friends”.

Teresa
 
Receptionist

Teresa joined Atkins Bland in February 2017, as a part-time receptionist, shortly after relocating to the area from North Dorset.
 
In her own words:
 
“I enjoy my role as Receptionist and welcoming clients over the phone and face to face. A significant part of my job involves supporting my colleagues with administrative and general  day to day tasks”.

Amy
 
Receptionist

I joined Atkins Bland on a part time basis in 2019 having worked for HMRC for over 15 Years. My role includes manning the reception and supporting the teams with general administration tasks.