Bristol, Bristol, United Kingdom
Paraplanner at Churchill Wealth Management Ltd
Staffing and Recruiting
Education
University of Exeter 2009 — 2012
Bachelor of Arts (B.A.), Theology/Theological Studies
Clifton College, Bristol
Experience
Churchill Wealth Management Ltd August 2014 - Present
View Financial August 2012 - August 2014
Appco Group June 2011 - September 2011
Royal and SunAlliance Insurance Agency, Inc. February 2005 - August 2007
Skills
Private Banking, Employee Engagement, Change Management, Strategic Financial..., Recruiting, New Business Development, Strategy, Financial Planning, Building Relationships, Contract Recruitment, Banking, Insurance, Coaching, Financial Services, Risk Management, Savings, Account Management, Business Strategy, Pensions, Talent Acquisition, Training, Finance, Sales, Recruitment Advertising, Business Development, Leadership, Financial Advisory, Relationship Management, Team Leadership, Competency Based..., CRM, Financial Risk, Performance Management, Portfolio Management, Wealth, Negotiation, Sales Management, Customer Service, Wealth Management, Investment Advisory, Stakeholder Management, Sourcing, Talent Management, Business Analysis, Income Protection, Management, Team Management, Executive Search, Investments