Simon McCormick

Senior Academy Development Manager @St. James's Place Financial Adviser Academy

Aylesbury, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2013 — Present

Senior Academy Development Manager @St. James's Place Financial Adviser Academy

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IE

The St. James’s Place Academy provides what we believe is an unrivalled training and development programme for outstanding individuals who have no previous experience of giving personal financial advice, enabling them to become qualified and competent Wealth Advice Professionals.St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. Our wealth management advice service is delivered exclusively by our Partners, who are collectively referred to as the St. James’s Place Partnership.St. James\'s Place Wealth Management is a FTSE 100 company, our success has grown through it\'s ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with it\'s clients. The St. James\'s Place proposition is further enhanced by it\'s distinctive approach to investment management.

SKILLS

Case ManagmentComplaint ManagementIndependent Business ReviewsInheritance Tax PlanningCritical IllnessWealth ManagementRetail BankingRecruitingHolistic Financial PlanningSales ManagementProtectionComplianceRetirementMortgage LendingLong Term Care InsuranceLong Term Relationship BuildingFinancial ServicesStrategic Financial PlanningSavingsLeadershipManagementInvestmentsFinancial AdvisoryFinancePensionsRelationship ManagementHigh Net Worth IndividualsRetirement PlanningWealthBankingInvestment ManagementInvestment AdvisoryWealth Management ServicesPortfolio ManagementFundingInvestment StrategiesFinancial PlanningPersonal FinanceFinancial Risk

ABOUT SIMON MCCORMICK

The St. James’s Place Financial Adviser Academy has one simple mission: To attract…

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Simon McCormick — Senior Academy Development Manager at St. James's Place Financial Adviser Academy in Aylesbury, GB | Unifers