Summary
Overview
Work history
Education
Skills
Accomplishments
Timeline
Generic
Julie Spencer

Julie Spencer

Poulton Le Fylde,Lancashire

Summary

I started with Hargreave Hale, now Canaccord Genuity as a temporary administrator in 1999 and was offered a permanent job in March 2000. Employed as an administrator, within the Nominee Department, for approximately four years and then my skills were promoted to create a new department, as business as expanded. With the help of HR, I employed two team members. I created department procedures, management reports, training schedules and maintained a happy working team. Due to further expansion, my team became five. I promoted team repour, daily work allocation, appraisals and ongoing training.

In 2019, Canaccord took over Hargreave Hale and small departments were merged, therefore skills and daily work schedules changed, to allow for further expansion. A Senior manager was appointed, for the new, bigger department and I continued to manage (as a Assistant/Line Manager) based on my skill set.

I am Target-driven, with extensive expertise leading a high-performing team. Boosts profitability and company growth through motivational leadership, outstanding service and smooth operational management.

Travel profession

Experience of planning first-class personal and commercial experiences and understanding of evolving travel trends. Focused on meeting client requirements with well-prepared arrangements and itineraries meticulously matching varying budgets.

Customer-focused travel professional versed in current industry practices and desirable destinations. Focused on delivering first-class experiences for variety of budgets and preferences. Reliable in maintaining organised records and preparing necessary paperwork.

Organised Travel Consultant equipped to curate award-winning itineraries and travel packages. Maintain loyal client base with individualised service and superior sales strategy.

Viewing Specialist - Stephen Tew Estate Agents

As a viewing specialist for Stephen Tew Estate Agents, my main role is to accompany potential buyers on property viewings. Arriving at the property to meet them, with all the property information to hand and answering any questions, make suggestions and provide information on the location and history of the property. Manage my diary on a daily basis, to allow travel time between viewings. I also performed property matches for our clients and booked viewings, as requested. I have the ability to take offers on properties, at viewings, which I follow up in the office and communicate with the property owner. I also follow up on all property viewings for feedback, which is also communicated back to the property owner

Overview

26
26
years of professional experience

Work history

Personal Travel Consultant

Hays Travel
Blackpool, Lancashire
01.2023 - 06.2025

Self Employed Personal Travel Consultant, with Hays Travel. Travel and finding dream holidays for my customers is my passion. Although I am self employed, I get great support from Hays Travel and our partners.

Having my own business and being backed by Hays Travel, means I have the resources to find great holiday and cruise deals.

My skills

  • To create and communicate clear, detailed itineraries ahead of travel.
  • Respond to clients' questions, issues and complaints, thinking creatively to formulate effective solutions.
  • Conduct calls professionally and politely to maintain excellent service standards.
  • Advise customers on specific visas, travel safety and passport requirements
  • Verify customer passports and documentation to travel.
  • Track flight prices to secure best-possible prices for customer trips.
  • Resolve complaints, cancellations and refunds with mutually beneficial solutions.
  • Educate clients on current travel restrictions, providing relevant and up-to-date information by phone and email.
  • Offer exemplary service to new and existing clients, helping to build lasting relationships and secure new travel assignments.
  • Confirm payment of deposits from clients before commencing with bookings.
  • Use destination knowledge to enhance customer trips with local recommendations.
  • Record accurate passenger information to eliminate ticketing errors.
  • Invoice customers and chased up unpaid bookings to avoid payment delays and balancing issues.
  • Process payments and establish payment plans on behalf of customers
  • Verify customer insurance and documentation ahead of travel for reduced risk.
  • Maximise sales profits using proven upselling and cross-selling techniques.
  • Dealt efficiently with last-minute changes to minimise disruption.
  • Handled complex itineraries ensuring seamless journeys for clients.
  • Utilised industry software proficiently for efficient booking and scheduling.
  • Resolved customer complaints promptly ensuring high levels of satisfaction.

Assistant Manager

Canaccord Genuity Wealth Management
Poulton Le Fylde, Lancashire
03.2000 - 09.2024
  • Provided leadership and direction for employees, supervising activities to drive productivity and efficiency.
  • Led performance reviews and tailored employee feedback to facilitate professional development.
  • Supervised and mentored 8 multidisciplinary team members.
  • Fostered positive employee relationships through communication, training and coaching.
  • Reached high-quality standards through audits and testing.
  • Streamlined processes to achieve efficiencies and cost savings.
  • Progressed to Team Leader position within 48 months working at company.
  • Delegated tasks to staff to meet daily service requirements.
  • Handled grievances professionally to maintain staff satisfaction levels.
  • Evaluated staff performance, implementing training and development programmes to maintain exceptional service levels.
  • Trained staff on best practices to achieve optimal productivity.
  • Investigated issues affecting group operations, prepared reports and helped correct problems.
  • Led and managed administrative staff to maintain smooth daily operations.
  • Streamlined processes to improve and optimise office operations.
  • Delegated tasks to team members efficiently improving overall productivity.
  • Monitored sales performance regularly adjusting strategies as required.
  • Provided excellent customer service leading to repeat business and customer loyalty.

Viewing Specialist

Stephen Tew
Blackpool, Lancashire
06.2025 - Current
  • Increased client satisfaction by providing specialised support and advice.
  • Collaborated effectively with cross-functional teams for successful project completion.
  • Improved workflow efficiency with thorough process analysis.
  • Maintained excellent market and trend awareness to meet customer demand.
  • Updated databases with current client, contract and service agreements.
  • Carried out day-to-day duties accurately and efficiently.
  • Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
  • Successfully delivered on tasks within tight deadlines.
  • Manage over 50 calls per day and on average, 15 - 20 viewings per day.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Supported team by demonstrating respect and willingness to help.
  • Worked flexible hours, covering nights, weekends and bank holidays.
  • Consistently arrived at work on time and ready to start immediately.
  • Offered friendly, efficient customer service and handled challenging situations with ease.
  • Increased customer satisfaction by resolving issues.
  • Improved efficiency and productivity by acquiring new skills.
  • Completed duties to deliver on targets with accuracy and efficiency.
  • Displayed energy and enthusiasm in fast-paced environment.
  • Completed customer orders with speed and accuracy.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Used Microsoft Word and other software tools to create documents and clear communications.
  • Applied positive customer service approach to increase satisfaction levels.
  • Applied critical thinking to analyse problems, evaluate solutions and select best decisions.
  • Delivered exceptional customer service by proactively listening to concerns and answering questions.
  • Scheduled appointments for potential bidders; facilitated smooth viewing experiences.
  • Ensured timely report submissions following each viewing, aiding team coordination efforts.

Education

NVQ Level 3 - Business and Administration

Hargreave Hale Limited
Blackpool
2013

Skills

  • Training programme design
  • Training and assessment strategy
  • Software training
  • Corporate Action Knowledge training
  • Appraisal schemes
  • Coaching and mentoring
  • Confident communicator
  • Head of the Social Committee
  • I organised two 'Its a Knockout' Fundraising Events, to support Melanoma UK
  • Customer Service
  • Attention to Detail
  • Social media marketing
  • Customer retention tactics
  • Special travel assistance
  • Travel budget allocation
  • Travel itinerary management
  • Travel safety compliance
  • Central Reservation System proficiency
  • Destination research
  • Travel product cross-selling
  • Client needs assessment
  • Enquiry management
  • CRM software management
  • Itinerary planning
  • Booking administration
  • Accommodation reservation management
  • Active listening skills
  • Travel sales
  • Itinerary creation

Accomplishments

I received a Mystery Shopper call whilst working n the office at Stephen Tew. When I was called to inform me of the call, the feedback from the caller was OUTSTANDING. This lead Stephen Tew Estate Agents, to the final of the International Property awards. We received SILVER.

Timeline

Viewing Specialist

Stephen Tew
06.2025 - Current

Personal Travel Consultant

Hays Travel
01.2023 - 06.2025

Assistant Manager

Canaccord Genuity Wealth Management
03.2000 - 09.2024

NVQ Level 3 - Business and Administration

Hargreave Hale Limited
Julie Spencer