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Jade Apfs Location
West Bridgford, England, GB
Jade Apfs Work
Paraplanning Manager @ (March 2023 - Present)
Financial Planning Consultant @ Cockburn Lucas Independent Financial Consulting Limited (October 2022 - March 2023)
Relationship Manager @ The RU Group (October 2019 - September 2022)
Paraplanner @ (February 2018 - September 2019)
Paraplanner @ The RU Group (September 2015 - February 2018)
Client Services Administrator @ The RU Group (September 2014 - September 2015)
Jade Apfs Education
Nottingham Trent University
Bachelor of Laws - LLB (Law)
2009-2012
Jade Apfs Skills
Client Relations
Customer Relationship Management (CRM)
Finance
Financial Planning
Financial Services
Investments
New Business Development
Wealth Management
Jade Apfs Summary
Jade Apfs, based in West Bridgford, England, GB, is currently a Paraplanning Manager at Balance: Wealth Planning Limited. Jade Apfs brings experience from previous roles at Cockburn Lucas Independent Financial Consulting Limited, The RU Group and Tilney Group. Jade Apfs holds a 2009 - 2012 Bachelor of Laws - LLB in Law @ Nottingham Trent University. With a robust skill set that includes Client Relations, Customer Relationship Management (CRM), Finance, Financial Planning, Financial Services and more. Jade Apfs has 1 emails on RocketReach.
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