Jack Gill Cfp™ Professional (Financial Planning) Chartered Fellow Of The Cisi Email & Phone Number

Newbury, Berkshire, United Kingdom

Investment Manager To Provide a proactive investment management service on a Discretionary or Advisory basis to internal and external clients.Proactively offer clients appropriate advice from the in-house analytical team.Give clients advice on request e.g. on the state of the market, stock picking within a sector and special situations.Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs.Understanding of investment, tax, trust, pensions, financial planning and banking service offerings, liaising with product specialists as appropriate, to deliver suitable services to the client.Actively seek new business through own network, intermediaries and other referrals. To manage the business in a way that is compliant with relevant rules, regulations and in-house policies.Be aware of company valuations, stock situations, topical price sensitive information, stock market conditions and economic trends.

Jersey, United Kingdom

Deepen existing relationships through effective relationship management with particular focus on personal wealth management for private clients.Product Services - Foreign Exchange and money markets including derivative instruments, Fixed Income, Equities, Discretionary Services, Mutual Funds, Credit/Lending, Multi Currency Securities Portfolio's, Trusts and Fiduciary and Investment Advisory.Keep abreast of private client needs conducting regular checks on market trends including Investment Markets.Understanding of Commercial (Trade Finance, Guarantees) and personal banking relating to clients needs.Comprehensive understanding of risk management ensuring own/others' compliance with regulatory processes.

Jersey, United Kingdom

Act as a single point of contact for High Net Worth Clients, ensuring continuity with full relationship support.Act as a strategic advisor to clients, building long-term relationships in a manner that builds customer loyalty and satisfaction.Advising on clients holistic wealth management.Act as a professional adviser with a client focus and understanding of financial planning and wealth products.To build trusting relationships with private clients.Monitor the performance of assigned portfolios to ensure they are effectively run.Drive new business through private referrals and networking events.Range of services include standard banking requirements such as Deposit Taking, Payments, Discretionary Services, Foreign Exchange, Credit, Private Banking and Mortgages.Comprehensive understanding of risk management ensuring own/others' compliance with regulatory processes.

North/West London

Interaction with teaching professionals at all levels, from newly qualified, head of departments/schools. To actively work and promote Wesleyans mission statement as "The Provider of Choice" for teaching professionals.To provide teaching professionals with an understanding of the teachers pension scheme and associated benefits through in depth presentations. In addition, provide holistic financial advice across all areas including, lump sum investments, regular savings plans, protection, estate planning, lending & mortgages.Networking with key stakeholders both externally and internally to increase productivity and promote the Wesleyan brand.

Woking, Surrey, United Kingdom

Implementation of mortgage strategy to achieve key performance indicators.Leading and creating Countrywide’s customer first culture.Providing coaching, guidance, technical expertise and supervision to a team, (10) Mortgage Consultants.Working with estate agency branch managers to maximise mortgage opportunities.Being accountable for compliance and performance management reviews for both Mortgage Consultants and Estate Agency Staff.

Business, Management, Marketing, And Related Support Services

Cfp™ (Certified Financial Planner™)

Sustainable & Responsible Investment

Certificate In Anti Money Laundering & Sanctions Compliance - Cert(Aml)

International Diploma In Compliance - Int.Dip(Comp)

Private Client Investment Advice & Management - (Pciam)

Diploma In Regulated Financial Planning - Dip Cii

Certificate In Mortgage Advice & Practice - (Cemap)

Financial Planning Certificate (Fpc)

Education record