Associate Financial Planner @ (July 2024 - September 2025)
Associate Financial Planner @ (January 2023 - July 2024)
Assistant Financial Planner @ (August 2021 - January 2023)
Paraplanner @ (February 2020 - July 2021)
Trainee Financial Planner @ CDN Life Solutions (October 2017 - February 2020)
Summer Intern @ (August 2013 - August 2013)
Summer Intern @ (July 2013 - July 2013)
Ben Apfs Education
Nottingham Trent University
Certificate of Higher Education (Business)
2014-2016
Ben Apfs Skills
Business
Cash Flow
Client Relations
Client Services
Communication
Finance
Financial Advisory
Financial Analysis
Financial Planning
High Net Worth Individuals
Interpersonal Communication
Investment Advisory
Investment Strategies
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Word
Pension Funds
Personal Financial Planning
PowerPoint
Project Management
Research
Retirement Planning
Satisfied Clients
Teamwork
Wealth Management
Wealth Management Services
Wealth Preservation Planning
Ben Apfs Summary
Ben Apfs, based in London, GB, is currently a Senior Wealth Executive at MASECO Private Wealth. Ben Apfs brings experience from previous roles at Rathbones Group Plc, Saunderson House and Partners Wealth Management. Ben Apfs holds a 2014 - 2016 Certificate of Higher Education in Business @ Nottingham Trent University. With a robust skill set that includes Business, Cash Flow, Client Relations, Client Services, Communication and more. Ben Apfs has 1 emails on RocketReach.
Looking for a different Ben Apfs?
Find contact details for 700 million professionals.