Richard Hall Dippfs Email and Phone Number
Richard Hall Dippfs work email
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Richard Hall Dippfs personal email
Began working in financial services straight from school, and have spent the vast majority of my time working within the pensions industry.Built strong knowledge base during time spent in administrative and support roles within the product provider space, before moving over to the advice environment to experience the industry from the other side of the fence.Have grasped each opportunity as it has arose, completing my Diploma in Regulated Financial Planning and gaining invaluable client facing experience during my time with Jelf.
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Managing DirectorKdml Consulting Sep 2021 - Present
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Managing DirectorSvensoni Paraplanning Ltd Nov 2018 - PresentSwindon, United Kingdom -
Operations DirectorSvensoni Paraplanning Ltd Oct 2016 - Nov 2018Swindon, United Kingdom
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Senior ParaplannerSvensoni Paraplanning Ltd Apr 2015 - Oct 2016Swindon
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ParaplannerSvensoni Paraplanning Ltd Feb 2015 - Apr 2015Swindon, United Kingdom
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Independent Financial AdvisorCrowood Financial Solutions Apr 2017 - PresentSwindon, United Kingdom
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Client Relationship ManagerJelf Group Plc May 2013 - Jan 2015Royal Wootton BassettSales role, complimentary to the client's corporate consultant. Looking after a portfolio of clients, developing and maintaining the business relationship, from which identifying additional opportunities to further support the employer and employees with effective retirement planning.Achieved through on site employee engagement via interactive group presentations as well as individual 1:1 meetings. -
Business Support CoordinatorJelf Group Plc Jan 2012 - Apr 2013Royal Wootton BassettNew business support role within corporate pensions, including reviewing existing arrangement, pricing requests and negotiation for new arrangements, writing recommendation reports and project managing the implementation.
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Group Pensions AdministratorJelf Group Plc Sep 2010 - Jan 2012Royal Wootton Bassett
Richard Hall Dippfs Skills
Richard Hall Dippfs Education Details
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St Joseph'S Rc
Frequently Asked Questions about Richard Hall Dippfs
What company does Richard Hall Dippfs work for?
Richard Hall Dippfs works for Kdml Consulting
What is Richard Hall Dippfs's role at the current company?
Richard Hall Dippfs's current role is Outsourced paraplanning - Giving you more time to focus on your business.
What is Richard Hall Dippfs's email address?
Richard Hall Dippfs's email address is ri****@****i.co.uk
What schools did Richard Hall Dippfs attend?
Richard Hall Dippfs attended St Joseph's Rc.
What skills is Richard Hall Dippfs known for?
Richard Hall Dippfs has skills like Financial Services, Pensions, Employee Benefits, Relationship Management, Retirement, Wealth Management, Retirement Planning, Portfolio Management, Customer Service, Sales, New Business Development, Microsoft Office.
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