Financial Advisor Support
Current
Jan 2022 - Present
AeroLeads people directory · profile
Jonathan Solley Email & Phone Number
Financial Advisor Support at Kreston Reeves Financial Planning Ltd
at
KRESTON REEVES FINANCIAL PLANNING LIMITED
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Advisor Support at Kreston Reeves Financial Planning Ltd
Location
Canterbury, England, United Kingdom
Company size
Who is Jonathan Solley? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Solley is listed as Financial Advisor Support at Kreston Reeves Financial Planning Ltd at KRESTON REEVES FINANCIAL PLANNING LIMITED, a with 13 employees, based in Canterbury, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan Solley.
Jonathan Solley previously worked as Financial Advisor Support at Kreston Reeves Financial Planning Limited and Paraplanner/Adviser Support at Pentins Financial Planners Ltd. Jonathan Solley holds Bachelor Of Arts - Ba, History, 2:1 from Canterbury Christ Church University.
Company email context
Email format at KRESTON REEVES FINANCIAL PLANNING LIMITED
This section adds company-level context without repeating Jonathan Solley's masked contact details.
KRESTON REEVES FINANCIAL PLANNING LIMITED
Review company-level records connected to Jonathan Solley before choosing the right outreach path.
Profile bio
About Jonathan Solley
Jonathan is a driven business professional who uses strong analytical and critical thinking skills within the financial planning industry. His ability to translate complexity into simplicity coupled with a relentless attention to detail make him an invaluable asset in helping teams to achieve their business objectives, meet client expectations and make the best use of resources and skills available. He brings that vital, and often missing combination of excellent methodical and disciplined technical/professional skills and the ability to empathise and connect with others.
Listed skills include Historical Writing, Microsoft Office, Aat Bookeeping, Financial Systems, and 19 others.
Current workplace
Jonathan Solley's current company
Company context helps verify the profile and gives searchers a useful next step.
Kreston Reeves Financial Planning Limited
Employees
13
AeroLeads page
3 roles
Jonathan Solley work experience
A career timeline built from the work history available for this profile.
Paraplanner/Adviser Support
- Carrying out hands on analysis of client data, identifying patterns, insights and actions- Fact finding, information requests and document processing- Data mining/merging and analysis of investment performance data to inform decisionmaking on client solution options- Performing appropriate data gathering and statistical analysis to support financialinvestment selection and appropriate recommendations- Preparing suitability reports based on analysis and presenting to financial advisors- Collating and modelling investment and pension performance figures in Microsoft exceland various finance platforms- Compiling detailed client meeting packs in preparation for advisor/client appointments- Completing client application forms, statements and associated literature in line withFCA regulations- Liaise with 3rd parties by phone and email, including advisors, insurers and providers- Identify opportunity for business improvement and give recommendations- Merging data flows from various sources
Aug 2019 - Dec 2021
Business Support Administrator
- Customer data analysis to identify opportunities for cross-selling and upselling opportunities- Created a CRM customer database to enable targeted marketing campaigns and drive- up sales revenue- Data analysis and mining using SQL to track customer trends, identify gaps and highlight key opportunities and insights- Customer database administration and maintenance- Provided general business office support, including budget monitoring, invoicepreparation and customer inquiry handling- Supporting digital marketing campaigns via email and social media platforms- Independently gather and analyze data to facilitate improvements and optimiseoperations to mitigate potential risk.- Day to day office administration- Finance support, including budget monitoring, invoice preparation and chasing returns - Customer request for information, including responding to telephone and emailenquiries- Customer database administration and maintenance- Hands on experience of financial systems and processes, customer handling, sales andmarketing and general time management in the workplace
Jan 2019 - Jul 2019
2 education records
Jonathan Solley education
Bachelor Of Arts - Ba, History, 2:1
Education record
St. Anselms Catholic Secondary School
FAQ
Frequently asked questions about Jonathan Solley
Quick answers generated from the profile data available on this page.
What company does Jonathan Solley work for?
Jonathan Solley works for KRESTON REEVES FINANCIAL PLANNING LIMITED.
What is Jonathan Solley's role at KRESTON REEVES FINANCIAL PLANNING LIMITED?
Jonathan Solley is listed as Financial Advisor Support at Kreston Reeves Financial Planning Ltd at KRESTON REEVES FINANCIAL PLANNING LIMITED.
Where is Jonathan Solley based?
Jonathan Solley is based in Canterbury, England, United Kingdom while working with KRESTON REEVES FINANCIAL PLANNING LIMITED.
What companies has Jonathan Solley worked for?
Jonathan Solley has worked for Kreston Reeves Financial Planning Limited, Pentins Financial Planners Ltd, and Equip Contract Solutions Limited.
How can I contact Jonathan Solley?
You can use AeroLeads to view verified contact signals for Jonathan Solley at KRESTON REEVES FINANCIAL PLANNING LIMITED, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Solley attend?
Jonathan Solley holds Bachelor Of Arts - Ba, History, 2:1 from Canterbury Christ Church University.
What skills is Jonathan Solley known for?
Jonathan Solley is listed with skills including Historical Writing, Microsoft Office, Aat Bookeeping, Financial Systems, Research, Teamwork, Communication, and Time Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jonathan Solley you were looking for.
View similar profiles
