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
Terri
 
Personal Assistant to Simon

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.

In her own words:

 

“I have worked as a part of Atkins Bland since 1996. I have seen the company and industry change and it has been great to see the firm grow. I work closely with clients looked after by Simon, assisting in executing portfolio changes and new business, gathering necessary client information and generally helping ensure our clients receive the very highest level of personal service and attention.

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.”

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”.

Debbie
 
Personal Assistant to Darren and Jim Salmon

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."

Leanne
 
Administrator

In her own words:

 

“I've been part of the team assigned to clients looked after by Simon since 2007 and assist 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”

Nina
 
Administrator

In her own words:

 

“I have been working for clients looked after by Simon in the pensions team since 2006. 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”.

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”.

Vicky
Compliance assistant

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.

Tracey
Accounts administrator

Tracey joined Atkins Bland on a part time basis in April 2019 and looks after the accounts administration and general management of the firms premises.

 

In her own words:

 

"I have over 20 years of experience in accounts, for companies of varying sizes and complexities. What attracted me to Atkins Bland was the opportunity to broaden my experience in the financial sector and taking on the new and challenging responsibility of ensuring the firms premises are kept in order.

 

Outside of the working day I enjoy good food and wine, then working off the calories in the gym."

Michelle
Operations Assistant
 

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."

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.