James Atkinson
Financial Planner Support @Mm Wealth Ltd
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WORK HISTORY
Financial Planner Support @Mm Wealth Ltd
Cambridge, GB
Studying towards the CII Diploma in Financial Planning (RO1 - R06). Work closely alongside both the Client Relationship Manager team and Client Experience team to offer support to clients and their families with their financial goals and objectives now and in the future.
EDUCATION
Culford School
A-levels & GCSE’s
Leeds Beckett University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
ABOUT JAMES ATKINSON
Financial Planner Support at MM Wealth Ltd, a firm of Chartered Financial Planners based in Cambridge. I work closely alongside both the Client Relationship Manager team and Client Experience team to offer support to clients and their families with their financial goals and objectives now and in the future. Currently studying for the CII Diploma in Financial Planning (RO1 - R06) to further develop my knowledge and technical expertise.Previous experience working as a Senior Growth Partnerships Associate at Insignis, a FinTech cash management platform, supporting financial advisers. Primary responsibilities involved demonstrating the platform to prospective introducer partners and supporting them through a smooth onboarding journey. Received a first-class honours in Business and Management whilst at Leeds Beckett University, which included a placement year at AJ Bell, an online investment platform. I am a hardworking and dedicated individual who works well within a team, having been involved in sports teams from a young age, as well as a range of financial services, sales & customer service teams through previous employment. I also have strong interpersonal and communication skills having solo travelled Australia before university and completed a working holiday abroad after university.
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