Simon Joy
Paraplanning Manager - North Region @Aberdeen
Crewe, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2018 — Present
Paraplanning Manager - North Region @Aberdeen
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North West, GB
Responsible for recruiting, managing, developing and training the paraplanners and creating a culture where high quality research and reports are completed in a compliant and efficient way.
SKILLS
Financial ServicesPensionsTrainingBankingInvestmentsFinancial AdvisoryStrategic Financial PlanningMortgage LendingManagementWealth ManagementCoachingRetail BankingWealthTraining DeliveryRetirement PlanningLeadershipInsuranceRisk ManagementSalesEmployee TrainingFinanceFinancial PlanningPrivate BankingSales ManagementIncome ProtectionLoansCustomer ServiceSellingHigh Net Worth IndividualsWorkshop FacilitationCommercial BankingDelivering Technical TrainingConsultative SellingSales CoachTraining & DevelopmentTraining FacilitationCompetency AssessmentRegulatory ComplianceRemediationFinancial Regulation
ABOUT SIMON JOY
A highly respected, focused and versatile individual with over 30 years experience…
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