Becca Marsh

Becca Marsh Email and Phone Number

Paraplanner at Nick Jones Wealth Planning @ Nick Jones Wealth Planning
Willow House West, Shrewsbury Business Park,United Kingdom
Becca Marsh's Location
Shrewsbury, England, United Kingdom, United Kingdom
About Becca Marsh

Experienced Practice Manager with a demonstrable history of working in the financial services industry. Skilled in Business Management, Investment Management, Office Administration, Strategic Planning and Business Development.

Becca Marsh's Current Company Details
Nick Jones Wealth Planning

Nick Jones Wealth Planning

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Paraplanner at Nick Jones Wealth Planning
Willow House West, Shrewsbury Business Park,United Kingdom
Website:
njwealthplanning.co.uk
Employees:
1
Becca Marsh Work Experience Details
  • Nick Jones Wealth Planning
    Paraplanner
    Nick Jones Wealth Planning Aug 2019 - Present
    Shrewsbury, United Kingdom
    View
  • Mardon Financial Advisers
    Practice Manager
    Mardon Financial Advisers 2015 - Present
    As an accredited St James's Place Practice Manager, I oversee the day to day operational management for the business. I am highly skilled in prospect management, business processing & client servicing.
  • Applewood Wealth Management
    Diary Manager
    Applewood Wealth Management 2012 - 2015
    Applewood Wealth Management has provided financial planning solutions for over 20 years to individuals based in the Shropshire/Cheshire area.

Becca Marsh Skills

Wealth Management Investment Management Strategic Planning Business Development Business Management Financial Planning Risk Assessment Office Administration Management Compliance Management Client Prospecting

Becca Marsh Education Details

Frequently Asked Questions about Becca Marsh

What company does Becca Marsh work for?

Becca Marsh works for Nick Jones Wealth Planning

What is Becca Marsh's role at the current company?

Becca Marsh's current role is Paraplanner at Nick Jones Wealth Planning.

What schools did Becca Marsh attend?

Becca Marsh attended Edge Hill University, University Of Bath.

What skills is Becca Marsh known for?

Becca Marsh has skills like Wealth Management, Investment Management, Strategic Planning, Business Development, Business Management, Financial Planning, Risk Assessment, Office Administration, Management, Compliance Management, Client Prospecting.

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