Who is Jack Lear? Overview
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Quick answer
Jack Lear is listed as Partner at Saltus, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Jack Lear.
Jack Lear previously worked as UK Financial Planning Manager at The Fry Group and Chartered Financial Planner & Performance Development Manager at The Fry Group. Jack Lear holds Master Of Engineering (Meng), Mechanical Engineering from Loughborough University.
Company email context
Email format at Saltus
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Saltus
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Profile bio
About Jack Lear
Jack Lear is a Partner at Saltus. He possess expertise in engineering, project management, matlab, mechanical engineering, microsoft word and 21 more skills. He is proficient in German. Colleagues describe him as "Jack has helped me tremendously with my finances. He has a great manner and listens to you. As a relatively young person he advised me on various savings accounts with a clear plan as to 'Why' and 'What' i could save for. He also recommended some insurance that could benefit me so I can continue to build my business without worry of loosing out due to unseen circumstances. I now have a better understanding on using my money in a wise manner to offer security for the future. Contact Jack from H-J Wealth management and you won't regret it."
Listed skills include Engineering, Project Management, Matlab, Mechanical Engineering, and 22 others.
Current workplace
Jack Lear's current company
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12 roles
Jack Lear work experience
A career timeline built from the work history available for this profile.
Uk Financial Planning Manager
CurrentI am passionate about financial planning, advice and coaching. I am responsible for the performance of our UK Financial Planning team. Further to this, I am a member of the Investment Committee and our CSR team.
Apr 2022 - Present
Chartered Financial Planner & Performance Development Manager
Sep 2021 - Mar 2022
Director
Current
Hall Green Properties Ltd
Oct 2018 - Present
Financial Planner
Feb 2019 - Mar 2021
Investment Advisor
Responsible for ensuring ongoing suitability of existing clients and providing advice for new investments. Access to Barclays Wealth proposition focussing on providing investment advice to clients with investments between £100k and £500k.
Dec 2017 - Jan 2019
Analyst
Key analyst working in the International Private Bank to service and support the needs of Ultra High Net Worth clients focussing in Saudi Arabian and Qatar markets. Responsible for executing trades, composing credit proposals, pitches and focus on excellent client service.
Mar 2016 - Dec 2017
Analyst
Aligned to private banker and responsible for delivering excellent client service to high net worth UK Res Dom/ Non Dom clients. Responsible for FX, Structured Product and Dealing execution as well as general account maintenance, book reviews and client account opening
Aug 2015 - Mar 2016
Analyst
Corporate Banking Graduate Scheme consisting of three rotations; project management and delivery, credit analysis and trade operations business management.
Sep 2013 - Jul 2015
Mechanical Engineering Student
Graduated with a First class MEng Honours Degree in June 2013 having read Mechanical Engineering. I also completed a Diploma in Industrial Studies between the 2nd and 3rd year of my degree.
Oct 2007 - Jul 2013
Summer Internship
This summer internship was in Corporate Operations where I had exposure to Trade Operations and the products/ services offered by the Bank. I received training in both technical and soft skills.
Jun 2012 - Aug 2012
Project Engineer, Undergraduate
Responsible for BIW on the joint venture Light Commercial Vehicle Project - ''Vivaro/ Traffic/Primastar''.DRE role for current production build. Close involvement with Release Process and resolving Release issues.
Jul 2010 - Jul 2011
2 education records
Jack Lear education
Master Of Engineering (Meng), Mechanical Engineering
Loughborough University
Education record
Kineton High School
FAQ
Frequently asked questions about Jack Lear
Quick answers generated from the profile data available on this page.
What company does Jack Lear work for?
Jack Lear works for Saltus.
What is Jack Lear's role at Saltus?
Jack Lear is listed as Partner at Saltus.
Where is Jack Lear based?
Jack Lear is based in United Kingdom while working with Saltus.
What companies has Jack Lear worked for?
Jack Lear has worked for Saltus, The Fry Group, Hall Green Properties Ltd, H-J Wealth Planning Ltd, and Barclays Wealth Management.
How can I contact Jack Lear?
You can use AeroLeads to view verified contact signals for Jack Lear at Saltus, including work email, phone, and LinkedIn data when available.
What schools did Jack Lear attend?
Jack Lear holds Master Of Engineering (Meng), Mechanical Engineering from Loughborough University.
What skills is Jack Lear known for?
Jack Lear is listed with skills including Engineering, Project Management, Matlab, Mechanical Engineering, Microsoft Word, Unigraphics, Microsoft Excel, and Solid Edge.
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