James Dipfa Email
Strategic Financial Planner @ WEALTH at work
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James Dipfa Location
- United Kingdom
James Dipfa Work
- 2025 -now Strategic Financial Planner @
- 2021 -2025 Wealth Manager @
- 2021 -2021 Manager Conduct and Control @
- 2020 -2021 Conduct Standards Manager @
- 2016 -2020 Wealth Review Team Manager @
- 2013 -2016 PCM Review Manager @
- 2013 -2013 Mortgage Adviser @
- 2011 -2013 Financial Adviser @
- 2010 -2011 Bank Manager @
- 2008 -2010 Mortgage Adviser @
James Dipfa Education
- The Nottingham Trent University
BA (Hons) Economics and Financial Services (Economics)
2002-2005 - Prince Henrys Grammar School Otley
James Dipfa Skills
- CeMap Qualified
- DipFA
- Management
- Sales
- Account Portfolio Management
- Customer-facing
- Client-focused
- Mortgage Lending
- Critical Illness
- High Net Worth Individuals
- Private Banking
- Insurance
- Retail Banking
- Relationship Management
- Financial Services
- Financial Planning
- Banking
- Pensions
- Investments
- Client Focused
- Project Management
- Customer Service
- Loan Origination
- Microsoft Office
- Customer Facing
James Dipfa Summary
- James Dipfa, based in United Kingdom, is currently a Strategic Financial Planner at WEALTH at work. James Dipfa brings experience from previous roles at HSBC. James Dipfa holds a 2002 - 2005 BA (Hons) Economics and Financial Services in Economics @ The Nottingham Trent University. With a robust skill set that includes CeMap Qualified, DipFA, Management, Sales, Account Portfolio Management and more. James Dipfa has 1 emails on RocketReach.
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