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Jonathan G. Email & Phone Number

Senior Technology Analyst at Schroders Personal Wealth at Schroders Personal Wealth
Location: Greater Leeds Area, United Kingdom, United Kingdom 9 work roles 1 school
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Current company
Role
Senior Technology Analyst at Schroders Personal Wealth
Location
Greater Leeds Area, United Kingdom, United Kingdom
Company size

Who is Jonathan G.? Overview

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Quick answer

Jonathan G. is listed as Senior Technology Analyst at Schroders Personal Wealth at Schroders Personal Wealth, a company with 624 employees, based in Greater Leeds Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jonathan G..

Jonathan G. previously worked as Senior Technology Analyst at Schroders Personal Wealth and Personal Wealth Support Assistant at Schroders Personal Wealth. Jonathan G. holds History, History from Bath Spa University.

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Schroders Personal Wealth

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Profile bio

About Jonathan G.

Experienced in many areas across finance be that retail or wealth and working in client facing or non client facing roles. Over a prolonged period of time I have shown to be someone with an agile and hands on approach to tasks, whilst not afraid to take a step back and analyse when needed who has a consistent track record of getting things done to a high standard whilst enhancing stakeholder relationships.

Current workplace

Jonathan G.'s current company

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Schroders Personal Wealth
Schroders Personal Wealth
Senior Technology Analyst at Schroders Personal Wealth
london, greater london, united kingdom
Website
Employees
624
AeroLeads page
9 roles

Jonathan G. work experience

A career timeline built from the work history available for this profile.

Senior Technology Analyst

Current

Leeds, England, United Kingdom

Working with stakeholders across the business to ensure they have the tools needed to do their job effectively. Work I have been involved in:- the roll out of Windows 11 to all colleagues across the business- improving and maintaining the colleague intranet- laptop refresh in 2023 - lead the project in successfully completing the swap of every colleague’s.

Jun 2022 - Present

Personal Wealth Support Assistant

Leeds, England, United Kingdom

I was the first point of contact for clients so am at the heart of the relationship using various communication techniques all from the busy and dynamic Regional Hub. Understanding how I can help both SPW's existing and potential clients, then finding the best route or solution for them, whether it be proactive or client lead, ensuring that I remain on the.

Jul 2020 - Jun 2022

Personal Relationship Manager

Leeds, England, United Kingdom

As per below - returning from a 12 month secondment in previous role

Feb 2018 - Jun 2020

Assistant Manager, Wealth Planning And Advice Team

Leeds, United Kingdom

I was an assistant manager in the Wealth Planning and Advice Team, based in Leeds (under Retail Customer Products). I was part of the systems team, which look after two advice systems namely Welcome (a.k.a. SPOS) and Voyant, on behalf of Private Banking.Private Banking provide face to face, holistic financial planning advice and banking services for.

Feb 2017 - Feb 2018

Personal Relationship Manager (Wealth And Mass Affluent)

Leeds, United Kingdom

This role was similar to the Private Banking Manager role, but based within retail after the Private Banking proposition within Lloyds Banking Group was changed. The Personal Relationship Manager offering was providing retail based customers who qualified under wealth and mass affluent criteria across all 3 brands of the Group (Halifax, Bank of Scotland.

May 2016 - Feb 2017

Private Banking And Advice Manager (Banking)

London, United Kingdom

I was a Private Banking and Advice Manager looking after over 700 Lloyds Private Banking clients on a proactive basis. I am in charge of portfolios of clients, not only managing their wealth but identifying opportunities to assist High-Net Worth clients, putting in place strategies for short, medium and long term wealth growth, along with servicing any.

Jan 2015 - May 2016

Seconding Private Banking And Advice Manager

London, United Kingdom

Whilst still carrying out my roles and duties as an assistant, I was also responsible for reactively looking after a portfolio of over 4000 clients. I was also tasked with 'filtering'​ these clients between those who were still eligible for Private Banking and those that no longer qualified. During this time I also 'cleaned up' the MI on the Bank of.

Oct 2014 - Jan 2015

Private Banking Manager'S Assistant

London, United Kingdom

I was an assistant to 6 Bank of Scotland Private Banking Managers. I would take part in proactive calling to help book in reviews for my managers, I would also be the first port of call for many clients, assitant managers in updating clients details after reviews, sending out letters and also diary management.

Aug 2013 - Oct 2014

Customer Advisor

London, United Kingdom

I was a Customer Advisor in a busy Halifax Branch in East London. In this role I would need excellent customer service skills, a good eye for detail (making sure I was referring to customers by looking at potential needs, and also keeping cash errors to a bare minimum).

Jan 2012 - Aug 2013
Team & coworkers

Colleagues at Schroders Personal Wealth

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1 education record

Jonathan G. education

FAQ

Frequently asked questions about Jonathan G.

Quick answers generated from the profile data available on this page.

What company does Jonathan G. work for?

Jonathan G. works for Schroders Personal Wealth.

What is Jonathan G.'s role at Schroders Personal Wealth?

Jonathan G. is listed as Senior Technology Analyst at Schroders Personal Wealth at Schroders Personal Wealth.

Where is Jonathan G. based?

Jonathan G. is based in Greater Leeds Area, United Kingdom, United Kingdom while working with Schroders Personal Wealth.

What companies has Jonathan G. worked for?

Jonathan G. has worked for Schroders Personal Wealth, Lloyds Banking Group, Lloyds Bank Private Banking, and Halifax.

Who are Jonathan G.'s colleagues at Schroders Personal Wealth?

Jonathan G.'s colleagues at Schroders Personal Wealth include George W., Richard Allan Mbe Msc, Zain Cheema Acsi, Chris Batten, and Mark Delaney.

How can I contact Jonathan G.?

You can use AeroLeads to view verified contact signals for Jonathan G. at Schroders Personal Wealth, including work email, phone, and LinkedIn data when available.

What schools did Jonathan G. attend?

Jonathan G. holds History, History from Bath Spa University.

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