Jonathan Beale Email & Phone Number
Who is Jonathan Beale? Overview
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Jonathan Beale is listed as Chartered Financial Planner and Office Manager at Craven Slater & Associates, based in Halifax, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Beale.
Jonathan Beale previously worked as Chartered Financial Planner & Office Manager at Craven Slater & Associates and Debt Recovery Officer at Leeds Federated Housing Association. Jonathan Beale holds Advanced Diploma In Financial Planning from Chartered Insurance Institute.
Email format at Craven Slater & Associates
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About Jonathan Beale
An experienced financial planner with a strong awareness of risk management and compliance requirements; focussed on continual improvements in productivity both individually and across the business, dedicated to helping clients achieve their goals by providing bespoke, high quality planning and advice. Key skills include:• Strong inter-personal and communications skills with ability to work effectively with both colleagues and clients• Detailed knowledge of financial product market and investment fund solutions• Ability to relate and explain the features of financial plans to clients in easy to understand terms• Excellent financial acumen, both at client and corporate level, with a strong analytical approach
Listed skills include Team Management, Management, Customer Service, Outsourcing, and 30 others.
Jonathan Beale's current company
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Jonathan Beale work experience
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Chartered Financial Planner & Office Manager
CurrentOffice Manager & Senior Paraplanner – strategic financial planning, product & fund research, report writing, client contact and servicing, remuneration reconciliation, accounts management, general administration
Debt Recovery Officer
Rent reconciliation, arrears repayment negotiation, legal document preparation, representations at County Court
Professional Dancer
Classical ballet and contemporary dance performances on tour in UK & abroad
Jonathan Beale education
Advanced Diploma In Financial Planning
Bachelor Of Arts (Ba), Business Studies, 2:1
Professional Dancers Course
Professional Dancers Course
Education record
Frequently asked questions about Jonathan Beale
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What company does Jonathan Beale work for?
Jonathan Beale works for Craven Slater & Associates.
What is Jonathan Beale's role at Craven Slater & Associates?
Jonathan Beale is listed as Chartered Financial Planner and Office Manager at Craven Slater & Associates.
Where is Jonathan Beale based?
Jonathan Beale is based in Halifax, England, United Kingdom while working with Craven Slater & Associates.
What companies has Jonathan Beale worked for?
Jonathan Beale has worked for Craven Slater & Associates, Leeds Federated Housing Association, and Northern Ballet Theatre.
How can I contact Jonathan Beale?
You can use AeroLeads to view verified contact signals for Jonathan Beale at Craven Slater & Associates, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Beale attend?
Jonathan Beale holds Advanced Diploma In Financial Planning from Chartered Insurance Institute.
What skills is Jonathan Beale known for?
Jonathan Beale is listed with skills including Team Management, Management, Customer Service, Outsourcing, Call Centers, Team Leadership, Performance Management, and Training.
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