Private Client - Team Leader @ (July 2020 - August 2023)
Financial Planner @ (August 2016 - July 2020)
Paraplanner @ (July 2014 - July 2016)
Administration Assistant @ (June 2013 - October 2013)
Research Assistant and Administrator @ (July 2011 - August 2012)
Jake Apfs Education
Leeds Beckett University
BA (Hons) (Economics for Business)
2009-2013
Robert Smyth Academy (Formerly Robert Smyth School)
GCSE's and A-Levels
2005-2009
Kibworth High School 2002-2005
Jake Apfs Skills
Administration
Customer Service
Data Analysis
Economics
English
Financial Planning
Financial Services
Holistic Financial Planning
Management
Microsoft Excel
Microsoft Office
Microsoft Word
Personal Financial Planning
PowerPoint
Sales Management
Social Media
Strategic Financial Planning
Teamwork
Time Management
Windows
Jake Apfs Summary
Jake Apfs, based in Kibworth Beauchamp, England, GB, is currently a Chartered Financial Planner at Radiant Financial. Jake Apfs brings experience from previous roles at Radiant Financial and Clarkson Wayman Ball. Jake Apfs holds a 2009 - 2013 BA (Hons) in Economics for Business @ Leeds Beckett University. With a robust skill set that includes Administration, Customer Service, Data Analysis, Economics, English and more. Jake Apfs has 3 emails on RocketReach.
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