Financial Advisor at CMP Financial, Principal Partner Practice of @ ST. JAMES'S PLACE WEALTH MANAGEMENT PLC (May 2018 - June 2020)
Relationship Support Manager @ (August 2015 - May 2018)
Personal Banker @ (December 2011 - August 2015)
Premier Personal Banker @ (July 2014 - October 2014)
Customer Advisor @ (February 2009 - December 2011)
Finance Support - Work Experience @ (October 2007 - April 2008)
Customer Advisor @ (July 2004 - September 2006)
Edem Dipfa Education
LIBF
DipFA Level 4 Diploma for Financial Advisors
2014-2017
Prifysgol Aberystwyth University
Bsc Econ (Accounting and Finance)
2005-2008
St Francis Xavier Sixth Form College
GCSE's (A Levels)
2002-2005
Edem Dipfa Skills
Account Management
Financial Planning
Financial Services
Interpersonal Skills
Investments
Relationship Management
Wealth Management
Edem Dipfa Summary
Edem Dipfa, based in Sittingbourne, GB, is currently a Independent Financial Advisor at Aegis Financial Planning Limited. Edem Dipfa brings experience from previous roles at NFU Mutual, ST. JAMES'S PLACE WEALTH MANAGEMENT PLC, Barclays Corporate Banking and Barclays. Edem Dipfa holds a 2014 - 2017 DipFA Level 4 Diploma for Financial Advisors @ LIBF. With a robust skill set that includes Account Management, Financial Planning, Financial Services, Interpersonal Skills, Investments and more. Edem Dipfa has 1 emails on RocketReach.
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