CF

Charlotte Fulcher

Senior Administrator at Curtis Banks

Charlotte Fulcher has a work experience in two companies. From October 2021 to the present, they worked as a Senior Administrator at Curtis Banks. In this role, they are responsible for liaising with IFA's, clients, and third parties to arrange cash and in specie transfers of clients' SIPPs to a new pension provider. Charlotte organizes and manages a complex workload, ensuring work items are completed within the service level agreement. Charlotte also works as part of a large team, allocating work items and supporting their colleagues.

Prior to their role as a Senior Administrator, Charlotte worked at Curtis Banks as an Administrator from April 2020 to October 2021. In this position, they had the same responsibilities as a Senior Administrator and also liaised with IFA's, clients, and third parties. Additionally, they organized and managed a complex workload, ensuring work items were completed within the service level agreement. Charlotte worked as part of a large team and allocated work items while supporting their colleagues.

Before joining Curtis Banks, Charlotte worked at Tesco as a Customer Assistant - Checkouts from October 2013 to September 2017.

Charlotte Fulcher attended Copleston High School from 2007 to 2012. Charlotte then proceeded to Copleston Sixth Form from 2012 to 2014. No degree or field of study information is available for either institution.

Links

Timeline

  • Senior Administrator

    October, 2021 - present

  • Administrator

    April, 2020

  • Assistant Administrator

    September, 2017