Jeanette Box Certified CII FPC CMAQ
Colchester, United Kingdom
Senior Compliance Analyst at Arthur J.Gallagher
Financial Services
Education
Chase Cross Comprehensive 1973 — 1981
Educated to A Level
Experience
Arthur J. Gallagher & Co. June 2014 - Present
R3: Group May 2013 - June 2014
HSBC May 1999 - August 2012
Standard Life 1989 - 1998
Skills
Wealth, Mortgage Lending, Independent Financial..., High Net Worth..., Tax, Income Protection, People-oriented, Report Writing, Ethics, Personal Finance, Financial Advisory, Private Banking, will writing, Wills, Retail Banking, Unit Trusts, Interviews, Discrete, term, Mutual Funds, Wealth Accumulation, Residential Mortgages, Relationship-building..., Pensions, Sales Process, Complaints, Critical Illness, People Skills, Sales, Holistic Financial..., Banking, Compliance, Investments, Wealth Management, Back Office, Estate Planning, Certified Mortgage..., Inheritance Tax Planning, Retirement Planning, Savings, Customer Retention, Certified Financial..., Wealth Management..., Building Relationships, Personal Financial..., Retirement, Relationship Management, Strategic Financial..., Portfolio Management, Financial Services