Chartered Financial Planner and Appointed Representative of St. James’s Place @ Zenia Wealth Management
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Beth Wilkinson Location
Huddersfield, GB
Beth Wilkinson Work
2021 -
now Chartered Financial Planner and Appointed Representative of St. James’s Place @
2019 -
2021 Partner Practice Manager @
2016 -
2019 BSc (Hons) University Student @
Beth Wilkinson Education
Chartered Insurance Institute
Advanced Diploma in Regulated Financial Planning (Finance and Financial Management Services)
2020
-
2025
Chartered Insurance Institute
Diploma in Regulated Financial Planning (Financial Planning and Services)
2019
-
2021
Durham University
Bachelor of Science - BSc (Chemistry)
2016
-
2019
Greenhead College 2014
-
2016
The Brooksbank School Sports College
(Chemistry)
2009
-
2014
Beth Wilkinson Skills
Leadership
PowerPoint
Social Media
Supervisor
Sales
Event Planning
Event Management
Event Production
Customer Service
Hospitality
Operations Management
Strategic Planning
Training
Special Events
Marketing Event Planning
Corporate Events
Special Events Coordination
Event Marketing Strategy
Private Events
Event Based Marketing
Marketing
Marketing Strategy
Beth Wilkinson Summary
Beth Wilkinson, based in Huddersfield, GB, is currently a Chartered Financial Planner and Appointed Representative of St. James’s Place at Zenia Wealth Management. Beth Wilkinson brings experience from previous roles at St. James’s Place Wealth Management and Durham University. Beth Wilkinson holds a 2020 - 2025 Advanced Diploma in Regulated Financial Planning in Finance and Financial Management Services @ Chartered Insurance Institute. With a robust skill set that includes Leadership, PowerPoint, Social Media, Supervisor, Sales and more. Beth Wilkinson has 2 emails and 5 mobile phone numbers on RocketReach.
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