Wendy Meecham

Customer Account Manager at Curtis Banks

Wendy Meecham has a diverse work experience spanning different industries. Wendy worked as a Complaints Handler at Pensionhelp starting in December 2020. Prior to that, they were a Customer Account Manager and Account Manager at Curtis Banks - self-invested pension specialists, where they were responsible for managing client accounts and ensuring good customer service. From 2019 to 2022, they worked as a Paraplanner at WTK FINANCIAL PLANNING SOLUTIONS LTD. Before that, they were a Senior Pensions Administrator at Old Mill, where they managed high-value pension schemes for individual and business clients. Wendy also has experience as a Purchase Ledger Administrator at Alfred McAlpine and as an Insurance Clerk at NFU Mutual, where they performed various administrative and customer service duties.

Wendy Meecham's education history begins with their high school education at Wadham Community School, where they completed their GCSE's Business GNVQ and A-levels from 1996 to 2000.

After completing high school, Wendy obtained an NVQ Level 3 Business Administration degree from Wessex Vocational Training (WVT), Yeovil in 2002.

In 2009, Wendy pursued their studies in accounting and obtained an AAT Accountancy Degree from Somerset College of Arts and Technology (SCAT).

Moving towards their career in financial planning, Wendy completed a Certificate in Financial Planning from the Chartered Insurance Institute (CII) in an unspecified year before 2011.

Continuing their education in this field, Wendy completed a Diploma in Financial Planning from the Chartered Insurance Institute (CII) between 2011 and 2013.

In addition to their educational qualifications, Wendy holds the certification of DIP FPS from the Chartered Insurance Institute, although the specific year of attainment is not provided.

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Timeline

  • Customer Account Manager

    April, 2015 - present

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