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Simon D. Email & Phone Number
Pensions Advice Guidance Consultant
at
St. James’s Place Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Pensions Advice Guidance Consultant
Location
Bristol, England, United Kingdom
Company size
Who is Simon D.? Overview
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Quick answer
Simon D. is listed as Pensions Advice Guidance Consultant at St. James’s Place Wealth Management, a company with 32 employees, based in Bristol, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon D..
Simon D. previously worked as Complaints Handler at Sanlam and Client Review Team Leader at Sanlam Private Wealth (Uk). Simon D. holds Award In Financial Adminstration from Cii.
Company email context
Email format at St. James’s Place Wealth Management
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St. James’s Place Wealth Management
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Profile bio
About Simon D.
Simon D. is a Pensions Advice Guidance Consultant at St. James’s Place Wealth Management.
Current workplace
Simon D.'s current company
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St. James’S Place Wealth Management
Employees
32
AeroLeads page
7 roles
Simon D. work experience
A career timeline built from the work history available for this profile.
Pensions Advice Guidance Consultant
Current
Jan 2019 - Present
Complaints Handler
Sep 2016 - Jan 2019
Client Review Team Leader
May 2016 - Sep 2016
Client Services Operative
-In my current role on the Client Services Team I provide support to financial advisers. The range of this support encompasses illustrations, applications, guidance with the Sanlam website, trust documents and adviser fees.-I take telephone calls and email from clients, financial advisers and external companies (E.g. Receiving / Ceding Schemes) on a wide.
Jan 2013 - May 2016
Customer Services Administrator
Clerical Medical
- My main admin role involved producing Retirement Illustrations, Policy Projections, Calculating Annual Annuities, Issuing Fund Values, completing Fund Switches, transferring monies to other providers, amending the personal details of policyholders (Names, Addresses, Dates of Birth), processing letters of authority & Nomination Instructions. - Managing.
May 2008 - Jan 2013
Customer Service Assistant
- Stock replenishment required regular isle checks to ensure that product availability was maintained- POS (Point Of Sale) & SEL (Shelf Edge Label) Accuracy is a trading standards requirement and regular maintenance and control of this was dealt with on a daily basis to allow for range changes and sold out goods- PI (Perpetual Inventory) Checks required.
Apr 2001 - May 2008
3 education records
Simon D. education
Award In Financial Adminstration
Cii
Bachelor Of Science (Bsc), Business Information Technology, 2:1
Btec National Diploma, It Practitioners, Merit
Weston College
FAQ
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Quick answers generated from the profile data available on this page.
What company does Simon D. work for?
Simon D. works for St. James’s Place Wealth Management.
What is Simon D.'s role at St. James’s Place Wealth Management?
Simon D. is listed as Pensions Advice Guidance Consultant at St. James’s Place Wealth Management.
Where is Simon D. based?
Simon D. is based in Bristol, England, United Kingdom while working with St. James’s Place Wealth Management.
What companies has Simon D. worked for?
Simon D. has worked for St. James’S Place Wealth Management, Sanlam, Sanlam Private Wealth (Uk), Clerical Medical, and Asda.
How can I contact Simon D.?
You can use AeroLeads to view verified contact signals for Simon D. at St. James’s Place Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Simon D. attend?
Simon D. holds Award In Financial Adminstration from Cii.
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