Chartered Associate Financial Planner
Current
Sep 2024 - Present
AeroLeads people directory · profile
Jordan Vincent Email & Phone Number
Chartered Associate Financial Planner
at
Spend Time
1 work email found
@mercer.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Chartered Associate Financial Planner
Location
Wokingham, England, United Kingdom
Who is Jordan Vincent? Overview
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Quick answer
Jordan Vincent is listed as Chartered Associate Financial Planner at Spend Time, based in Wokingham, England, United Kingdom. AeroLeads shows a work email signal at mercer.com and a matched LinkedIn profile for Jordan Vincent.
Jordan Vincent previously worked as Assistant Financial Planner at Spend Time and Financial Planner at Mercer. Jordan Vincent holds Level 6 Diploma In Financial Advice, Pension Transfers: Pass; Managing Investments: Pass; Ltcp: Pass; Tax&Trusts:Pass from The London Institute Of Banking & Finance.
Company email context
Email format at Spend Time
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{first}.{last}@mercer.com
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AeroLeads found 1 current-domain work email signal for Jordan Vincent. Compare company email patterns before reaching out.
Profile bio
About Jordan Vincent
A financial planner will listen to where you want to go, show you the way to get there and protect you from the bumps along the way.It is a priviliege to help clients to achieve their goals and live their lives to the full.
Current workplace
Jordan Vincent's current company
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10 roles
Jordan Vincent work experience
A career timeline built from the work history available for this profile.
Assistant Financial Planner
Nov 2023 - Sep 2024
Financial Planner
Focused on helping clients in later life to fund long term care and plan their legacies.Enhanced existing relationships and introduced new clients to financial planning.Helped clients to re-allocate funds to sustainable investments better in line with their principles.Inspired the introduction of video meeting services by working with clients both remotely.
Aug 2018 - May 2020
Field Risk Manager
Intrinsic Financial Services
Coached financial planners and supervised firms to ensure suitable advice and good outcomes. Conducted competent adviser assessments with new joiners.
Apr 2017 - Aug 2018
Xplan Training Consultant
Intrinsic Financial Services
Trained up to 75 financial planners and advisers per week all over the UK to enable them to use technology face-to-face with their clients and source the most suitable solutions.
Oct 2016 - Mar 2017
Xplan Field Development
Intrinsic Financial Services
Coached and supported 50 financial planning firms. Worked with business to help them to transform the way they use technology with their clients.
Oct 2015 - Oct 2016
Xplan Support & Technical Specialist
Intrinsic Financial Services
Supported financial planners ahead of the launch of a client relationship management system.
Oct 2014 - Oct 2015
Remediation Officer & Team Leader
Supported the completion of a large customer remediation project. Trained and managed a new team of temps to help the business scale up and meet an FCA deadline.
Oct 2013 - Apr 2014
Local Lean Change Agent
Re-designed processes, introduced quality management and improved performance for 450 staff.
Oct 2012 - May 2013
Financial Crime Associate
Royal Bank Of Scotland
Guided vulnerable customers through the detection and reporting of card, payment and cheque fraud. Raised awareness of the now infamous courier fraud scam.
Apr 2011 - Oct 2012
7 education records
Jordan Vincent education
Level 6 Diploma In Financial Advice, Pension Transfers: Pass; Managing Investments: Pass; Ltcp: Pass; Tax&Trusts:Pass
Level 4 Certificate In Long Term Care & Later Life Planning
Level 3 Certificate In Regulated Equity Release, Merit/Distinction
Level 6 Award In Pension Transfers
Level 3 Certificate In Mortgage Advice & Practice, Unit 2: Distinction; Unit 3: Merit
Level 4 Diploma In Financial Advice, Unit 1: Distinction. Unit 2: Merit
Education record
Broughton High School, Edinburgh
FAQ
Frequently asked questions about Jordan Vincent
Quick answers generated from the profile data available on this page.
What company does Jordan Vincent work for?
Jordan Vincent works for Spend Time.
What is Jordan Vincent's role at Spend Time?
Jordan Vincent is listed as Chartered Associate Financial Planner at Spend Time.
What is Jordan Vincent's email address?
AeroLeads has found 1 work email signal at @mercer.com for Jordan Vincent at Spend Time.
Where is Jordan Vincent based?
Jordan Vincent is based in Wokingham, England, United Kingdom while working with Spend Time.
What companies has Jordan Vincent worked for?
Jordan Vincent has worked for Spend Time, Mercer, Intrinsic Financial Services, Homeserve, and Royal Bank Of Scotland.
How can I contact Jordan Vincent?
You can use AeroLeads to view verified contact signals for Jordan Vincent at Spend Time, including work email, phone, and LinkedIn data when available.
What schools did Jordan Vincent attend?
Jordan Vincent holds Level 6 Diploma In Financial Advice, Pension Transfers: Pass; Managing Investments: Pass; Ltcp: Pass; Tax&Trusts:Pass from The London Institute Of Banking & Finance.
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