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William Smith Dippfs is listed as Executive Assistant at Lansdown Place Wealth Management Ltd., a with 24 employees, based in Greater Bristol Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for William Smith Dippfs.
William Smith Dippfs previously worked as Investment Admin Associate at Parmenion and Customer Service Desk Assistant at Tesco. William Smith Dippfs holds Master Of Science - Ms, Accounting And Business/Management, Distinction from University Of The West Of England.
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I have recently (as of July 24) completed the 'R0' exams from the Chartered Institute of Insurance, therefore i now have the Diploma in Regulated Personal Planning. I aspire to become a financial planner that helps clients achieve their financial goals.I am delighted to have been accepted onto the St. James’s Place Financial Adviser Academy, the market-leading financial advice training programme, as a Trainee Financial Adviser. Within this programme I will be learning how to become a successful financial planner.
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Bristol, England, United Kingdom
I'm an assistant to director Graham Lewis of Lansdown Place Wealth Management. I work very closely with Graham and attend the majority of his client meetings. This opportunity has allowed me to experience the first hand effects quality financial advice has on clients lives, both financially and emotionally.
Bristol, England, United Kingdom
At Parmenion i worked on the admin and transfers team. This period of work enlightened me to the financial services sector. In this role i learnt how much work goes into the operations of a financial firm and how the complex systems work.
Bristol, United Kingdom
Key developments i made in this role:- Customer service desk leader. Involving coordinating staff, making announcementsand problem solving.- Flexible in working across all departments and confident in taking the lead at times.- Building strong relationships with colleagues to create a team spirit.- Flexible thinking, making decisions efficiently and handling change.
Yatton, England, United Kingdom
Key developments i made in this role:- Working effectively as part of a hospitality team and contributing at all teammeetings.- Maintenance of a safe, hygienic and secure working environment.- Keeping up to date with new products, menus and promotions.- Adhering to company policies and procedures and licensing laws.
Other employees you can reach at lansdownplace.co.uk. View company contacts for 24 employees →
Stephen Brice
Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom
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Damon Fox
Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom
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Paul Godwin
Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom
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Callum Broom
Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom
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Chris Lawson
Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom
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Andrew King Fpfs
Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom
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Kingsley Allen
Colleague at Lansdown Place Wealth Management Ltd.Bristol, England, United Kingdom
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Sam Tree Dippfs
Colleague at Lansdown Place Wealth Management Ltd.Weston-Super-Mare, England, United Kingdom
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Amy Clarke
Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom
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Andrew Drage Ba (Hons) Dippfs
Colleague at Lansdown Place Wealth Management Ltd.Greater Bristol Area, United Kingdom
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This course has allowed me to further my theoretical knowledge in business and finance. This course differs in its teaching style from my.
I previously studied at the University of the West England on a BA (HONS) Business and Management course. This course developed my.
This course introduced me to the world of business. This is where I found my passion and desire to continue studying and one day have.
Quick answers generated from the profile data available on this page.
William Smith Dippfs works for Lansdown Place Wealth Management Ltd..
William Smith Dippfs is listed as Executive Assistant at Lansdown Place Wealth Management Ltd..
William Smith Dippfs is based in Greater Bristol Area, United Kingdom while working with Lansdown Place Wealth Management Ltd..
William Smith Dippfs has worked for Lansdown Place Wealth Management Ltd., Parmenion, Tesco, and Greene King.
William Smith Dippfs's colleagues at Lansdown Place Wealth Management Ltd. include Stephen Brice, Damon Fox, Paul Godwin, Callum Broom, and Chris Lawson.
You can use AeroLeads to view verified contact signals for William Smith Dippfs at Lansdown Place Wealth Management Ltd., including work email, phone, and LinkedIn data when available.
William Smith Dippfs holds Master Of Science - Ms, Accounting And Business/Management, Distinction from University Of The West Of England.
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