James Bloomfield Email
Head of Implementation @ Söderberg & Partners Financial Planning
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James Bloomfield Location
- Reigate, GB
James Bloomfield Work
- 2026 -now Head of Implementation @
- 2026 -2026 Head of Advice Proposition @
- 2024 -now Mentor @
- 2026 -2026 Contractor @
- 2025 -2026 Career break @ at home
- 2024 -2025 Head of Advice Proposition @
- 2020 -2024 Head of Paraplanning, Associate Director @
- 2020 -2020 Client Service Manager, Associate Director @
- 2019 -2020 Advice Consultant - Project Work @
- 2011 -2019 Head of Paraplanning @
- 2000 -2011 Group Technical Manager - Paraplanning @
- 1999 -2000 Paraplanner @ Morgan Neville - IFA
- 1996 -1999 Sales Support @ Friends Provident
- 1996 -1999 Sales Support @ Friends Provident
- 1995 -1996 Sales Support @ MGM Assurance
- 1990 -1995 Sales Support @
James Bloomfield Education
- Nork Park Secondary School
James Bloomfield Skills
- Paraplanner
- Report Writing Skills
- Investments
- Inheritance Tax Planning
- Pensions
- Project Management
- RDR
- Compliance
- Management
- Financial Advisory
- Wealth
- Wealth Management
- Asset Management
- Financial Services
- Investment Advisory
- Relationship Management
- Microsoft Excel
- Pension Funds
- Retirement Planning
- Financial Planning
- Business Relationship Management
- Portfolio Management
- Marketing
- Leadership
James Bloomfield Summary
- James Bloomfield, based in Reigate, GB, is currently a Head of Implementation at Söderberg & Partners Financial Planning. James Bloomfield brings experience from previous roles at Söderberg & Partners Financial Planning, The Paraplanner Club, Söderberg & Partners and at home. James Bloomfield holds a Nork Park Secondary School. With a robust skill set that includes Paraplanner, Report Writing Skills, Investments, Inheritance Tax Planning, Pensions and more. James Bloomfield has 2 emails on RocketReach.
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