Head of Client Services
Amanda’s career in Financial services began in 2001 where she worked for North East Independent Financial Services and Bruce and Co. Legal & Financial before joining Ellis Bates in 2013.
Her 17 years in financial services has seen her progress in many different roles, beginning her career as a Financial Administrator then moving to Personal Assistant to the Principal Director.
During Amanda’s time at Ellis Bates she has had various roles. She started as a Lead Administrator to Mike Gent, Nigel Swan, Margery Gledson and Ray Ward. She then became a Paraplanner and then took on the role of Managing and building the Paraplanning Team. More recently Amanda has moved into the role of Client Service Manager which involves delivering an exceptional client service to all new and existing clients in line with the client journey, ensuring it remains effective and efficient, and appropriately resourced. This role sees her managing the Client Review Team, New Client Team, Client Servicing Team and Client Research Team whilst also managing the delivery of great service to our clients. As the scope of the role has increased and involved more responsibilities, Amanda has recently become Head of Client Services.
t: 0191 244 2545
m: 07840 052 807
ABOUT ELLIS BATES
Ellis Bates is a privately owned, independent financial planning company (IFA). As one of the longest established IFA firms operating in the UK, we provide individuals, families and corporate clients with financial solutions that you can trust. Our business was founded by Peter Bates and Grant Ellis, who, 35 years on, still have a significant presence on the Board.
Whether you’re looking for a robust financial solution, investment advice or simply aren’t sure what to do about a specific financial matter, we’re here to help you.