Jagdeep Singh. Dipfa, Cert Cii (Mp) Email & Phone Number

London, England, GB

London And Home Counties

I provide strategic advice across a variety of financial products and services (Pensions, Investments, Protection and Estate Planning). Assessing client’s financial circumstances, understand their needs and develop a comprehensive financial plan and make recommendations to clients that meet their goals and ambitions.Build long-term client relationships by.

London, England, United Kingdom

AFH no longer required a self-employed adviser in my location due to a change in their acquisition strategy

London, England, United Kingdom

As a Wealth Manager, I meet the investment needs of Natwest's private banking clients. Providing advice on wealth structuring, onshore and offshore investments, retirement planning and protection. Helping clients achieve their financial goals, providing them with wealth management advice.

London, United Kingdom

Left due to redundancyPrepare and deliver Financial Planning solutions to clients covering Retirement Planning, At Retirement, Investments and Protection.Conducted Retirement planning meetings with existing Prudential pension clients to review existing pension provisions and discuss their retirement income options. Advised on retirement income options.

London, United Kingdom

Providing high quality investment and Protection advice to Santander's high net worth customers, meeting their financial needs and ensuring the best customer experience.

London, United Kingdom

Secondsight is a multi-award winning employee benefits adviser and can advise andguide you on most aspects of employee benefits. Where Secondsight really adds valueis by:- Providing your employees with holistic retirement planning experiences- Delivering and implementing financial awareness strategies- Offering a core pension support and administration.

Bracknell

• Investment reviews with existing clients with up to £150,000 in investable assets.
• Reviewing clients Discretionary Investment portfolios to ensure the ongoing suitability and their risk profile.
• Producing high quality client review reports.
• Maintaining high level CPD standards commensurate to role.

Central London

• Left due to redundancyResponsibilities:To deliver quality sales in line with my individual target expectations and business plan.
• To conduct fact find interviews with new and existing customers to review and meet their financial needs, actively advising on protection and savings needs and referring to other product specialists where required.
• To deliver outstanding customer service to provide a great customer experience and to promote advocacy for the brand.
• To operate within the compliance framework and ensure my sales activities fully comply with all legislative regulatory and Group policies and procedures, reporting requirements and instructions and adheres to the.
• To develop and maintain product knowledge across the full range of products and services, with particular emphasis on protection and savings, evidenced through the successful completion of annual tests and exams.
• To develop and maintain appropriate working relationships with all Branch colleagues and other service providers within LBG.

• Responsibilities:-
• To proactively contact and interview customers, spotting sales opportunities through a needs-based selling process.
• Meeting and exceeding personal sales targets to contribute towards the branch sales and service targets.
• Ensuring every customer leaves the branch with every reason to recommend Lloyds TSB to their friends and family. Achievements:-
• I have over-achieved from my first quarter and constantly improved every quarter and have been one of the top lenders in the group.
• I have received recognition from Local Director Simon Brown and Area Director Mehmet Kollari.

Bournemouth, United Kingdom

• Responsibilities:-
• Managing and developing a group of sales executives to achieve stores sales targets.
• Ensuring that the company’s needs-based sales process is carried out.
• Maximising on sales opportunities to increase the branch gross profit. Achievements:-
• Increased the branch’s performance from 80% to 120%
• Implemented audit procedures in-place to ensure the branch has green audit, where previous audits had compliances issues.

Level 6 (Studying), Advanced Financial Planning

Cf6, Mortgage Advice

Dipfa - Diploma For Financial Advisors, Banking, Corporate, Finance, And Securities Law

Cefap, Financial Planning And Services

Education record