Alex Jefferies Email
Associate Director - Financial Planner @ RBC Brewin Dolphin
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alex Jefferies Location
- Marlborough, GB
Alex Jefferies Work
- Associate Director - Financial Planner @ (January 2025 - Present)
- Financial Planner @ (January 2020 - Present)
- Paraplanner @ (July 2014 - December 2019)
- Accounts Assistant @ Derrick Newman & Co Accountants (July 2009 - June 2014)
Alex Jefferies Education
- Chartered Insurance Institute
Advanced Diploma in Financial Planning
Alex Jefferies Skills
- Alternative Investments
- Cash Flow Forecasting
- Communication
- Customer Service
- Financial Planning
- Financial Services
- Inheritance Tax Planning
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Paraplanning
- Pensions
- PowerPoint
- Protection
- Retirement Planning
- Teamwork
- Time Management
- Wealth Management
Alex Jefferies Summary
- Alex Jefferies, based in Marlborough, GB, is currently a Associate Director - Financial Planner at RBC Brewin Dolphin. Alex Jefferies brings experience from previous roles at RBC Brewin Dolphin and Derrick Newman & Co Accountants. Alex Jefferies holds a Advanced Diploma in Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes Alternative Investments, Cash Flow Forecasting, Communication, Customer Service, Financial Planning and more. Alex Jefferies has 1 emails on RocketReach.
Looking for a different Alex Jefferies?
Find contact details for 700 million professionals.
Others Named Alex Jefferies
Alex Jefferies
Quantity Surveyor
Bramley, GB
Alex Jefferies
Head of Engineering
London, GB
Alex Jefferies
Senior Project Manager
San Francisco, CA, US
Alexandra Jefferies
Communication Director
London, GB
Alex Jefferies
Associate Director - Financial Planner
Marlborough, GB
Alex Jefferies
Project Manager
Letchworth Garden City, GB
Alex Jefferies
Fire Sales Specialist
Jacksonville, FL, US
Top RBC Brewin Dolphin Employees
Marc Wilkinson
Head of Investments RBC Brewin Dolphin
Edinburgh, GB
Janet Mui
Head of Market Analysis (Investment Solutions)
London, England, GB
Adrian Godley
Head of HR Partnering
England, United Kingdom
Athanasia Karananou
Head of Stewardship
London, GB
Davina Rich
Head Of Research
London, GB
Stephen Gavin
Head of Operations UK
Edinburgh, GB
Hamish Bates
Head of Digital Technology
London, GB
Shakhista Mukhamedova
Head of Global Manager Research Europe
United Kingdom
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co