Jorge Jackson
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Jorge Jackson Email & Phone Number

Independent Financial Adviser at Balance: Wealth Planning Limited
Location: Manchester Area, United Kingdom 13 work roles 3 schools
1 work email found @equilibrium.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@equilibrium.co.uk
LinkedIn Profile matched
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Current company
Balance: Wealth Planning Limited
Role
Independent Financial Adviser
Location
Manchester Area, United Kingdom
Company size
24 employees

Who is Jorge Jackson? Overview

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Quick answer

Jorge Jackson is listed as Independent Financial Adviser at Balance: Wealth Planning Limited, a with 24 employees, based in Manchester Area, United Kingdom. AeroLeads shows a work email signal at equilibrium.co.uk and a matched LinkedIn profile for Jorge Jackson.

Jorge Jackson previously worked as Independent Financial Adviser at Pareto Financial Planning and Team Leader & Client Manager (Paraplanner) at Equilibrium Financial Planning. Jorge Jackson holds Financial Services, Planning And Management from The Manchester Metropolitan University.

Company email context

Email format at Balance: Wealth Planning Limited

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{first}.{last}@equilibrium.co.uk
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AeroLeads found 1 current-domain work email signal for Jorge Jackson. Compare company email patterns before reaching out.

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Profile bio

About Jorge Jackson

Jorge Jackson is a Independent Financial Adviser at Balance: Wealth Planning Limited. He possess expertise in teamwork, customer service, microsoft office, financial services, sales and 22 more skills.

Listed skills include Teamwork, Customer Service, Microsoft Office, Financial Services, and 23 others.

Current workplace

Jorge Jackson's current company

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Balance: Wealth Planning Limited
Balance: Wealth Planning Limited
Independent Financial Adviser
Nottingham, GB
Website
balancewealth.uk
Employees
24
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13 roles

Jorge Jackson work experience

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

Ski Instructor

Niseko International Snowsports School (Niss)

Niseko, Japan

Dec 2017 - Apr 2018

Sales Executive - Part Time

Zuto

Manchester, United Kingdom

After I finished my 12 month placement, Zuto offered me part time work whilst studying in my final year of University. I was responsible for the departments work load every Sunday, allowing my colleagues the day off. My responsibilities included:- Covering all colleagues call backs.- Help customers through the customer journey.- Completing required first sales calls with customers for colleagues.

Sep 2014 - Sep 2015

Sales Executive - Placement Year

Zuto

Manchester, United Kingdom

I completed a 12 month placement at Zuto; one of the countries leading motor finance brokers.- Promoted to Senior of the department after 6 months, taking on extra responsibility whilst maintaining the same output. - Exceeded personal monthly targets and contributed to team targets, demonstrating my ability to achieve goals within a time frame.- Managed my customer expectations, through honest and efficient work.- Convert enquiries into paid out sales, proving excellent sales and communication skills.- Worked in conditions where team performance is as valuable as individual success, showing my ability to work effectively in a team.- Having worked in a fast paced and growing environment, I have the ability to work well under pressure, adapt quickly and positively to change. - I gained experience working in both prime and non-prime markets, in addition to developing relationships with lenders and dealerships

May 2013 - May 2014

Shop Assistant

Post News Newsagent

Nottingham, United Kingdom

Oct 2008 - Oct 2010
Team & coworkers

Colleagues at Balance: Wealth Planning Limited

Other employees you can reach at balancewealth.uk. View company contacts for 24 employees →

LD Laura Dobson Laura Dobson Colleague at Balance: Wealth Planning LimitedGreater Sheffield Area, United Kingdom View → CO Christine O'Dowd Christine O'Dowd Colleague at Balance: Wealth Planning LimitedNottinghamshire, England, United Kingdom View → KK Krupesh Kotecha Krupesh Kotecha Colleague at Balance: Wealth Planning LimitedNottinghamshire, England, United Kingdom View → LD Laura Dean Cfp Mcsi Dippfs Laura Dean Cfp Mcsi Dippfs Colleague at Balance: Wealth Planning LimitedNottingham, England, United Kingdom View → JB Jade Beasley Apfs Jade Beasley Apfs Colleague at Balance: Wealth Planning LimitedWest Bridgford, England, United Kingdom View → SL Susan Lovell Susan Lovell Colleague at Balance: Wealth Planning LimitedWest Bridgford, England, United Kingdom View → DG Daniel Gaylor Daniel Gaylor Colleague at Balance: Wealth Planning LimitedUnited Kingdom View → RA Rebecca Aldridge - Chartered Financial Planner Rebecca Aldridge - Chartered Financial Planner Colleague at Balance: Wealth Planning LimitedNottinghamshire, England, United Kingdom View →
3 education records

Jorge Jackson education

Financial Services, Planning And Management

The Manchester Metropolitan University

This degree is accredited by the FCA and the IFP and covers: financial markets and institutions; risk management; and insurance; retail.

Education record

High Pavement 6Th Form College

Education record

The West Bridgford School
FAQ

Frequently asked questions about Jorge Jackson

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

What company does Jorge Jackson work for?

Jorge Jackson works for Balance: Wealth Planning Limited.

What is Jorge Jackson's role at Balance: Wealth Planning Limited?

Jorge Jackson is listed as Independent Financial Adviser at Balance: Wealth Planning Limited.

What is Jorge Jackson's email address?

AeroLeads has found 1 work email signal at @equilibrium.co.uk for Jorge Jackson at Balance: Wealth Planning Limited.

Where is Jorge Jackson based?

Jorge Jackson is based in Manchester Area, United Kingdom while working with Balance: Wealth Planning Limited.

What companies has Jorge Jackson worked for?

Jorge Jackson has worked for Balance: Wealth Planning Limited, Pareto Financial Planning, Equilibrium Financial Planning, Niseko International Snowsports School (Niss), and Mount Hotham Alpine Resort Management Board.

Who are Jorge Jackson's colleagues at Balance: Wealth Planning Limited?

Jorge Jackson's colleagues at Balance: Wealth Planning Limited include Laura Dobson, Christine O'Dowd, Krupesh Kotecha, Laura Dean Cfp Mcsi Dippfs, and Jade Beasley Apfs.

How can I contact Jorge Jackson?

You can use AeroLeads to view verified contact signals for Jorge Jackson at Balance: Wealth Planning Limited, including work email, phone, and LinkedIn data when available.

What schools did Jorge Jackson attend?

Jorge Jackson holds Financial Services, Planning And Management from The Manchester Metropolitan University.

What skills is Jorge Jackson known for?

Jorge Jackson is listed with skills including Teamwork, Customer Service, Microsoft Office, Financial Services, Sales, Communication, Management, and Public Speaking.

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