James Marshall Email & Phone Number
Head of Business Growth and Recruitment @ 2plan wealth management Ltd
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James Marshall Location
- Dronfield, GB
James Marshall Work
- Head of Business Growth and Recruitment @ (October 2020 - Present)
- Head of Proposition @ (January 2013 - Present)
- Sales Director - Retired @ (August 2025 - December 2025)
- Head of RDR and Business Transition @ (April 2011 - January 2013)
- Protection Account Director @ (January 2008 - April 2011)
- Sales Development Manager @ (January 2006 - January 2008)
- Strategic Distribution and Development Manager @ (January 2002 - January 2006)
- National Account Manager @ (January 1996 - January 2002)
- National A R Training Manager @ (January 1993 - January 1996)
James Marshall Education
- Henry Fanshawe
(Economics, Maths and Business Studies)
1978-1983
James Marshall Skills
- Protection
- Income Protection
- Wealth Management
- Critical Illness
- Financial Services
- Wealth
- Relationship Management
- Business Planning
- Key Account Relationship Management
- Business Development
- Business Strategy
- Management
- New Business Development
- Sales
- Sales Management
- CRM
- Investments
- Pensions
- Strategy
- Strategic Financial Planning
- Customer Relationship Management Crm
- Business Relationship Management
- Account Management
- Financial Planning
- Strategic Planning
- Microsoft Office
- Marketing
- Training
- Customer Service
- Pension Funds
- SQL
- Customer Relationship Management
James Marshall Summary
- James Marshall, based in Dronfield, GB, is currently a Head of Business Growth and Recruitment at 2plan wealth management Ltd. James Marshall brings experience from previous roles at 2plan wealth management Ltd and Friends Provident. James Marshall holds a 1978 - 1983 Henry Fanshawe. With a robust skill set that includes Protection, Income Protection, Wealth Management, Critical Illness, Financial Services and more. James Marshall has 2 emails and 1 mobile phone numbers on RocketReach.
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