Jordan Vincent work email
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Jordan Vincent personal email
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.
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Chartered Associate Financial PlannerSpend Time Sep 2024 - PresentWokingham, England, United Kingdom -
Assistant Financial PlannerSpend Time Nov 2023 - Sep 2024 -
Financial PlannerMercer Aug 2018 - May 2020Field-Based From Chipping SodburyFocused 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 and at their homes. -
Field Risk ManagerIntrinsic Financial Services Apr 2017 - Aug 2018Field-Based - NationalCoached financial planners and supervised firms to ensure suitable advice and good outcomes. Conducted competent adviser assessments with new joiners.
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Xplan Training ConsultantIntrinsic Financial Services Oct 2016 - Mar 2017Field-Based - NationalTrained 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.
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Xplan Field DevelopmentIntrinsic Financial Services Oct 2015 - Oct 2016Field-Based - North EastCoached and supported 50 financial planning firms. Worked with business to help them to transform the way they use technology with their clients.
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Xplan Support & Technical SpecialistIntrinsic Financial Services Oct 2014 - Oct 2015Newcastle Upon Tyne, United KingdomSupported financial planners ahead of the launch of a client relationship management system.
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Remediation Officer & Team LeaderHomeserve Oct 2013 - Apr 2014Walsall, United KingdomSupported 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. -
Local Lean Change AgentRoyal Bank Of Scotland Oct 2012 - May 2013Edinburgh, United KingdomRe-designed processes, introduced quality management and improved performance for 450 staff. -
Financial Crime AssociateRoyal Bank Of Scotland Apr 2011 - Oct 2012Edinburgh, United KingdomGuided vulnerable customers through the detection and reporting of card, payment and cheque fraud. Raised awareness of the now infamous courier fraud scam.
Jordan Vincent Education Details
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Pension Transfers: Pass; Managing Investments: Pass; Ltcp: Pass; Tax&Trusts:Pass -
Level 4 Certificate In Long Term Care & Later Life Planning -
Merit/Distinction -
Level 6 Award In Pension Transfers -
Unit 2: Distinction; Unit 3: Merit -
Unit 1: Distinction. Unit 2: Merit -
Broughton High School, Edinburgh
Frequently Asked Questions about Jordan Vincent
What company does Jordan Vincent work for?
Jordan Vincent works for Spend Time
What is Jordan Vincent's role at the current company?
Jordan Vincent's current role is Chartered Associate Financial Planner.
What is Jordan Vincent's email address?
Jordan Vincent's email address is jo****@****cer.com
What schools did Jordan Vincent attend?
Jordan Vincent attended The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, Broughton High School, Edinburgh.
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Jordan Vincent
Security Professional | Risk & Organisational Management | Media SafetyUnited Kingdom -
Jordan Vincent
Eastbourne -
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1schueco.com
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