Jodie Watling Email & Phone Number

United Kingdom

London, United Kingdom

As a Director and Financial Planner, I have a multi-faceted role encompassing both advisory, operational and growth aspects of our business. My key focus, as it has always been, is to ensure we deliver quality outcomes for our clients, whilst maintaining the highest integrity and industry standards. I am an advocate for 'lifetime cash flow planning' and.

London, United Kingdom

I oversee our Client Services and Paraplanning teams and am responsible for the operations side of the business. My key focus is on delivering quality client outcomes at every stage of the financial planning process, whilst maintaining the highest integrity and industry standards. I am also a qualified Financial Planner and hold both the CII Diploma in.

Sydney, Australia

Part of a ‘fee for service’ team of three advisers providing investment, pension and insurance advice, as well as being responsible for the Client Services team. Services covered self-managed super funds, general investment accounts, investment bonds, superannuation and personal insurances.

London, UK

Managed a team of eight client service administrators and three clerical staff processing business for ISA, SIPP, pension, trust accounts, general investment, onshore and offshore bond accounts. Developed and maintained strong relationships with internal and external advisers through the provision of high quality customer service and efficient team.

London, UK

Carried out research across various sectors and funds for client portfolios, whilst being specifically tasked with managing and selecting investments for the CAM Ethical portfolios. Created client investment proposals, attended client meetings and provided advice. Administration included new account set up, portfolio rebalancing, cash balance monitoring.

London, UK

Client introductions, diary management and administration support for the CIO.

London, United Kingdom

I spent this time travelling independently throughout Africa, Europe, Asia Pacific and America. During this time I undertook various temporary roles in London.

Australia

Worked as a subprime mortgage underwriter for Avco Financial and Liberty Financial, and as a credit controller at APN News and Media.