Sam Ling Email & Phone Number
Who is Sam Ling? Overview
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Sam Ling is listed as Junior Paraplanner at Foster Denovo, a with 330 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sam Ling.
Sam Ling previously worked as Trainee Paraplanner at Foster Denovo and Client Experience Executive at Foster Denovo. Sam Ling holds Business Studies, Photography, Government & Politics And Media Studies, 3 Grades A-E from Queensbury Academy Sixth Form.
Email format at Foster Denovo
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About Sam Ling
Over 9 Years experience working within the financial services industry. Current role as a Paraplanner with Foster Denovo, completing market research and providing clear and concise financial planning with our HNW Advisers, allowing them to support their clients.
Listed skills include Wealth, Banking, Client Support, Wealth And Investment, and 10 others.
Sam Ling's current company
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Sam Ling work experience
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Trainee Paraplanner
Fund Associate
Advice Support Associate
Moved to Schroders Personal Wealth as part of the joint venture between Schroders and Lloyd's Bank - Private BankingProviding support to Personal Wealth Advisors, by liaising with 3rd Party providers for Investment quotes, documentation and cost of advice quotations for clients. ISA, OEIC, Bond, Pension and Life Assurance.One on One support to a UHNW Wealth Planner - Life Assurance, Pension and Investment Support.First point of contact for new to Schroders Personal Wealth Clients on behalf of Personal Wealth Advisors, helping ensure a rapport with clients is made and to make sure that they get the most out of their meetings. Schroder's Personal Wealth System SME for London, being a point of contact for an issues queries colleagues may have.Helping support UHNW projects across the business.
Advice Support Associate
Working closely with Private Banking Advice Managers, by liaising with various 3rd Party providers producing quotes and COA for investments such as Pensions, Bonds, ISAs & OEICS. One on One support to a UHNW Wealth Planner - Life Assurance, Pension and Investment Support.Regular Client contact by waterproofing calls on behalf of Private Banking Managers to ensure clients get the most out of their financial reviews. Completing Proof of Concept projects across Insurance and Wealth.
Wealth Support Assistant
Client Support and Delivery Assistant Role, providing administrative support to the business to enable it to deliver a quality service to clients in line with agreed service standards. Daily tasks include Financial Reviews, Letters, Application processing, programme updates and client support.
Colleagues at Foster Denovo
Other employees you can reach at fosterdenovo.com. View company contacts for 330 employees →
Stephen Richardson
Colleague at Foster DenovoAddlestone, England, United Kingdom
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CP
Colette Pienaar
Colleague at Foster DenovoSurbiton, England, United Kingdom
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KZ
Konstantin Zolotarov
Colleague at Foster DenovoLondon, England, United Kingdom
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SK
Stacey Katinas
Colleague at Foster DenovoLondon, England, United Kingdom
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VD
Valeria Dove - Group Marketing Manager
Colleague at Foster DenovoEgham, England, United Kingdom
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SW
Sue Wickert
Colleague at Foster DenovoChelmsford, England, United Kingdom
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ME
Michael Edwards
Colleague at Foster DenovoGreater London, England, United Kingdom
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KK
Kishen Kumar Chartered Mcsi
Colleague at Foster DenovoLondon, England, United Kingdom
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MS
Malcolm Stalker
Colleague at Foster DenovoNewcastle Upon Tyne, England, United Kingdom
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TS
Thomas Schofield Dipfa
Colleague at Foster DenovoLondon, England, United Kingdom
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Sam Ling education
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Queensbury Academy Sixth Form
Frequently asked questions about Sam Ling
Quick answers generated from the profile data available on this page.
What company does Sam Ling work for?
Sam Ling works for Foster Denovo.
What is Sam Ling's role at Foster Denovo?
Sam Ling is listed as Junior Paraplanner at Foster Denovo.
Where is Sam Ling based?
Sam Ling is based in London, England, United Kingdom while working with Foster Denovo.
What companies has Sam Ling worked for?
Sam Ling has worked for Foster Denovo, Kin Capital, Schroders Personal Wealth, and Lloyds Bank Private Banking.
Who are Sam Ling's colleagues at Foster Denovo?
Sam Ling's colleagues at Foster Denovo include Stephen Richardson, Colette Pienaar, Konstantin Zolotarov, Stacey Katinas, and Valeria Dove - Group Marketing Manager.
How can I contact Sam Ling?
You can use AeroLeads to view verified contact signals for Sam Ling at Foster Denovo, including work email, phone, and LinkedIn data when available.
What schools did Sam Ling attend?
Sam Ling holds Business Studies, Photography, Government & Politics And Media Studies, 3 Grades A-E from Queensbury Academy Sixth Form.
What skills is Sam Ling known for?
Sam Ling is listed with skills including Wealth, Banking, Client Support, Wealth And Investment, Private Banking, Customer Service, Teamwork, and Time Management.
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