Jordan Vincent

Jordan Vincent Email and Phone Number

Chartered Associate Financial Planner @ Spend Time
Jordan Vincent's Location
Wokingham, England, United Kingdom, United Kingdom
Jordan Vincent's Contact Details

Jordan Vincent work email

Jordan Vincent personal email

n/a
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.

Jordan Vincent's Current Company Details
Spend Time

Spend Time

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Chartered Associate Financial Planner
Jordan Vincent Work Experience Details
  • Spend Time
    Chartered Associate Financial Planner
    Spend Time Sep 2024 - Present
    Wokingham, England, United Kingdom
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  • Spend Time
    Assistant Financial Planner
    Spend Time Nov 2023 - Sep 2024
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  • Mercer
    Financial Planner
    Mercer Aug 2018 - May 2020
    Field-Based From Chipping Sodbury
    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 and at their homes.
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  • Intrinsic Financial Services
    Field Risk Manager
    Intrinsic Financial Services Apr 2017 - Aug 2018
    Field-Based - National
    Coached financial planners and supervised firms to ensure suitable advice and good outcomes. Conducted competent adviser assessments with new joiners.
  • Intrinsic Financial Services
    Xplan Training Consultant
    Intrinsic Financial Services Oct 2016 - Mar 2017
    Field-Based - National
    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.
  • Intrinsic Financial Services
    Xplan Field Development
    Intrinsic Financial Services Oct 2015 - Oct 2016
    Field-Based - North East
    Coached and supported 50 financial planning firms. Worked with business to help them to transform the way they use technology with their clients.
  • Intrinsic Financial Services
    Xplan Support & Technical Specialist
    Intrinsic Financial Services Oct 2014 - Oct 2015
    Newcastle Upon Tyne, United Kingdom
    Supported financial planners ahead of the launch of a client relationship management system.
  • Homeserve
    Remediation Officer & Team Leader
    Homeserve Oct 2013 - Apr 2014
    Walsall, United Kingdom
    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.
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  • Royal Bank Of Scotland
    Local Lean Change Agent
    Royal Bank Of Scotland Oct 2012 - May 2013
    Edinburgh, United Kingdom
    Re-designed processes, introduced quality management and improved performance for 450 staff.
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  • Royal Bank Of Scotland
    Financial Crime Associate
    Royal Bank Of Scotland Apr 2011 - Oct 2012
    Edinburgh, United Kingdom
    Guided 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

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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