Andrew Davies's Location
Haywards Heath, GB
Andrew Davies's Work
- Investment Support Officer @ Creative Benefits
- Client Support Assistant @ Magus Financial Management Limited
- SIPP Investments Operations Officer @ London and Colonial
- Shareplans Supervisor @ Link Group (LNK)
- Technical Senior Associate @ Fidelity Investments
Andrew Davies's Education
- Self Study
Level 4 Investment Advice Diploma (Financial Planning & Advice - UK Regulation & Professional Integrity - Investment Risk & Taxation)
2019 - 2023 - Self study
Level 3 Investment Operation Certificate (Introduction to Securities and Investment - UK Financial Regulation - Global Financial Compliance)
2012 - 2014 - University for the Creative Arts
(Art and Design)
Andrew Davies's Skills
- Self Invested Personal Pension
- Customer Relationship Management
- Financial Services
- Client Service Data Analysis
- Quality Assurance Processes
- Vetting
- Quality Assurance
- Data Analysis
- Customer Service
- Management
Andrew Davies's Summary
Andrew Davies, based in Haywards Heath, GB, is currently a Investment Support Officer at Creative Benefits, bringing experience from previous roles at Magus Private Wealth Ltd, London and Colonial, Link Group (LNK) and Fidelity Investments. Andrew Davies holds a 2019 - 2023 Level 4 Investment Advice Diploma in Financial Planning & Advice - UK Regulation & Professional Integrity - Investment Risk & Taxation @ Self Study. With a robust skill set that includes Self Invested Personal Pension, Customer Relationship Management, Financial Services, Client Service Data Analysis, Quality Assurance Processes and more, Andrew Davies contributes valuable insights to the industry. Andrew Davies has 1 email on RocketReach.
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