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James Webster is listed as Advisor Support at Atlantic Swiss Financial Services | Currently studying towards a Level 4 Diploma in Regulated Financial Planning at Atlantic Swiss, a company with 22 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for James Webster.
James Webster previously worked as Advisor Support at Atlantic Swiss and Intern at Atlantic Swiss. James Webster holds Undergraduate, Business Management, 2:1 from University Of Exeter.
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Currently working as an advisor support at Atlantic Swiss Financial Services. We specialise in guiding clients through all stages of their multi-faceted financial planning journeys. These areas span; investments, estate planning, property, financial protection, taxation, savings and more. At the heart of our approach are discretion and transparency, as well as a commitment to collaboration with other members of our client’s professional teams – including their accountants, lawyers, managers and assistants
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Currently working as an advisor support at Atlantic Swiss, a leading financial planning firm specialising in individuals within the entertainment industry. I work collaboratively with advisors, tech team, and providers to deliver a punctual, high quality service to our clients. My role bares a high level of responsiveness, ensuring that client requests are.
- Worked as an intern across the family office, accounting, and financial services departments - Attended regular meetings which enhanced my communication skills and ability to engage with clients (particularly of high net worth) effectively- Undertook responsibility to manage client logistics and projects within short deadlines to a high standard.
Norwich, England, United Kingdom
- Took calls from customers and suppliers, input sales orders and purchase orders, calculated stock requirements- Organisational, problem-solving, and analytical skills were essential, due to the fast paced and high-pressure environment - Enhanced my time management skills to ensure we met order deadlines and obtained stock at the right time
Other employees you can reach at atlanticswiss.com. View company contacts for 22 employees →
Madeleine Keaveney
Colleague at Atlantic Swiss
New York, New York, United States, United States
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Sarah Evans Dippfs
Colleague at Atlantic Swiss
London, England, United Kingdom, United Kingdom
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MC
Mary Cox
Colleague at Atlantic Swiss
London, England, United Kingdom, United Kingdom
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EP
Ellie Phillips
Colleague at Atlantic Swiss
Greater London, England, United Kingdom, United Kingdom
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JM
Jaryd Mccormack
Colleague at Atlantic Swiss
London, England, United Kingdom, United Kingdom
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SK
Slavoljub Katančević
Colleague at Atlantic Swiss
Croatia, Croatia
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SB
Stevie Barnett
Colleague at Atlantic Swiss
Greater London, England, United Kingdom, United Kingdom
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TB
Talita Bateman
Colleague at Atlantic Swiss
London, England, United Kingdom, United Kingdom
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James Webster works for Atlantic Swiss.
James Webster is listed as Advisor Support at Atlantic Swiss Financial Services | Currently studying towards a Level 4 Diploma in Regulated Financial Planning at Atlantic Swiss.
James Webster is based in London, England, United Kingdom while working with Atlantic Swiss.
James Webster has worked for Atlantic Swiss and Green Valley Industrial Supplies Ltd.
James Webster's colleagues at Atlantic Swiss include Madeleine Keaveney, Sarah Evans Dippfs, Mary Cox, Ellie Phillips, and Jaryd Mccormack.
You can use AeroLeads to view verified contact signals for James Webster at Atlantic Swiss, including work email, phone, and LinkedIn data when available.
James Webster holds Undergraduate, Business Management, 2:1 from University Of Exeter.
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