Jason Monks Email
Senior Relationship Manager @ Quilter Financial Planning
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Jason Monks Location
- Portishead, GB
Jason Monks Work
- Senior Relationship Manager @ (August 2026 - Present)
- Sales Manager QFP Network - UK Platform @ (December 2023 - August 2026)
- Wealth Management Consultant @ (September 2014 - December 2023)
- Corporate Benefits Director @ (January 2013 - August 2014)
- Regional Account Manager @ (April 2007 - December 2012)
- Regional Sales Manager @ (June 2006 - February 2007)
- UK Business Development Manager @ (April 2003 - June 2006)
- Corporate Business Manager @ (April 2000 - April 2003)
- Sales Manager @ (July 1990 - April 2000)
Jason Monks Education
- St Katherines School, Ham Green, Somerset 1984-1990
Jason Monks Skills
- Account Management
- Building Relationships
- Business Development
- Business Process
- Business Relationship Management
- Company Presentations
- Corporate Development
- Critical Illness
- Direct Sales
- Employee Benefits
- Fact Finding
- Financial Planning
- Financial Services
- High-Level Relationship Management
- Income Protection
- Inheritance Tax Planning
- Insurance
- Investments
- Negotiation
- New Business Development
- Pension Schemes
- Pensions
- People Development
- Problem Solving
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Sales Presentations
- Sales Process
- Senior Stakeholder Management
- Stakeholder Management
- Strategic Financial Planning
- Strategic Partnerships
- Wealth Management
Jason Monks Summary
- Jason Monks, based in Portishead, GB, is currently a Senior Relationship Manager at Quilter Financial Planning. Jason Monks brings experience from previous roles at Quilter and Origen Workplace Solutions at Aegon UK. Jason Monks holds a 1984 - 1990 St Katherines School, Ham Green, Somerset. With a robust skill set that includes Account Management, Building Relationships, Business Development, Business Process, Business Relationship Management and more. Jason Monks has 1 emails on RocketReach.
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