Jennifer Asquith

Jennifer Asquith Email and Phone Number

Paraplanner and Practice Support Professional @ Mitchell Wealth Management
Jennifer Asquith's Location
Leeds, England, United Kingdom, United Kingdom
About Jennifer Asquith

Diploma in Financial Planning,FPC1,2,3, Cemap 1,2,3, CF9, J11, J04, J05, J06, SJP Platinum Accredited PSS

Jennifer Asquith's Current Company Details
Mitchell Wealth Management

Mitchell Wealth Management

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Paraplanner and Practice Support Professional
Jennifer Asquith Work Experience Details
  • Mitchell Wealth Management
    Senior Paraplanner
    Mitchell Wealth Management Dec 2023 - Present
    Leeds, England, United Kingdom
    View
  • Genesis Practice Support
    Business Owner
    Genesis Practice Support Jan 2015 - Dec 2023
    Yorkshire
    Providing practice support to business partnersParaplanning including IHT, Pension Transfer and Drawdown & LTC casesRobust Process PlanningAdministration Staff Integration and Training
  • St. James'S Place Wealth Management
    Business Transition Manager
    St. James'S Place Wealth Management Jan 2014 - Jan 2015
    Leeds
  • Pearson Jones Plc
    Sipp Project Contractor
    Pearson Jones Plc Sep 2013 - Dec 2013
    Leeds
    I spent an enjoyable 3 months with Pearson Jones. I joined them to asssit with SIPP project work based on my strong pensions background. This following redundancy at AEGON Plc, prior to taking up a new permanent role.
  • Aegon Uk
    Wealth Management And Corporate Pension Business Development Manager
    Aegon Uk Jun 2008 - Aug 2013
    North
    Wealth and Coroporate Sales Consultant: Packaged and Platform.Project PlaningRelationship ManagementCorporate Scheme ImplementationTPS32/ Scheme Wind UpsAccount Management Pensions / Drawdown and Wealth Management Specialist
    View

Frequently Asked Questions about Jennifer Asquith

What company does Jennifer Asquith work for?

Jennifer Asquith works for Mitchell Wealth Management

What is Jennifer Asquith's role at the current company?

Jennifer Asquith's current role is Paraplanner and Practice Support Professional.

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