Joanne Heyworth DipPFS, MLIA(dip)
Oldham, United Kingdom
Training Consultant at Intelliflo Ltd
Financial Services
Education
North Chadderton High School, Chadderton, Oldham
GCSE - 9, Grade B x 4 - English (oral), Mathematics, French, Home Economics (Child Development), Grade C x 5 certificates
Oldham College
BTEC National in Business and Finance, Business & Finance, BTEC certified
Oldham College
Chartered Institute of Bankers, Introduction to Accounting, Certified
Oldham College
Chartered Institute of Bankers, Banking the Legal Environment, Certified
Oldham College
Chartered Institute of Bankers, Economics & Banks Role in the Economy, Certified
Experience
Intelliflo Ltd December 2013 - Present
AXA Wealth December 2010 - May 2013
AXA Wealth - following TUPE Transfer from Yorkshire Bank 1996 - December 2010
Skills
Personal Financial..., Managerial Finance, Bancassurance, Coaching, Retail Banking, Wealth Management, Private Banking, Banking, Management, Financial Reporting, Asset Management, Retirement Savings, Inheritance Tax Planning, Wealth, Fixed Annuities, Insurance, Training, Relationship Management, Critical Illness, Retirement Planning, Risk Management, Investment Strategies, Pensions, Investment Advisory, Portfolio Management, Financial Analysis, Investment Banking, Financial Planners, Income Protection, Mutual Funds, Investments, Leadership, Retirement, Finance, Financial Risk, Savings, Financial Services, Protection, Performance Management, Wealth Management..., Strategic Financial..., Financial Advisory, High Net Worth..., Sales, Holistic Financial..., Investment Management, Sales Management, Mortgage Lending, Team Management, Life Insurance