Alex Bergin-Mccarthy Email & Phone Number

I have worked in a client-facing financial services role for 22 years. I am now enjoying a rewarding career with St. James's Place Wealth Management helping people to reach their objectives using a range of tax efficient and risk managed methods in areas such as wealth management, financial planning, retirement planning, inheritance tax planning and individual protection.The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP approved 02/10/2023

London, United Kingdom

Key Responsibilities:- Introduce, develop and maintain client relationships, understanding client specific requirements and expectations to maximize order flow- Structuring trade ideas and negotiating best fills on the clients behalf- Execution of listed Index & Single Stock options & futures using Eurex and B-clear trading platforms- Promotion of broader team to optimize business franchise value- Management of legal documentation - Training of junior members to ensure highest standards of broking, regulatory, compliance and ethical behavior are adhered to at all times