John Pottinger Email
Founder, Owner and Director @ Big Planning Limited
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John Pottinger Location
- Birmingham, GB
John Pottinger Work
- Founder, Owner and Director @ (May 2014 - Present)
- Founder, Owner and Director @ (May 2014 - Present)
- Senior Consultant @ (October 2011 - May 2014)
- Senior Consultant @ Mackenzie Taylor Benefit Consultants (March 2008 - September 2011)
- Senior Consultant @ (October 2002 - March 2008)
- Pensions Manager @ (October 1999 - September 2002)
- Technical Support Manager @ (May 1996 - September 1999)
- Manager Pensions Opt-out Review (Contract) @ (January 1995 - January 1996)
- Pensions Manager @ Kingsley Neville (July 1992 - October 1995)
- Assistant Legal Consultant - Pension Documentation Department @ Willis Corroon (May 1990 - April 1992)
- Pensions Administrator @ Standard Life (October 1988 - May 1990)
John Pottinger Education
- Matthew Boulton Technical College 1984-1986
John Pottinger Skills
- Administration
- Analytical Skills
- Assessment & Analysis
- Asset Allocation
- Attention to Detail
- BACS Payments
- Benefits Design
- Build Strong Relationships
- Business Protection
- CRM
- Calculations
- Cash Flow
- Client Presentation
- Client-focused
- Collaborative Problem Solving
- Communication
- Complaint Management
- Computer Literacy
- Corporate Finance
- Customer Service
- Daily Operations
- Debt Management
- Decision-Making
- Defined Benefit
- Employee Benefits
- Employee Benefits Design
- Estate Planning
- External Clients
- Face-to-face Communication
- Financial Advisory
- Financial Analysis
- Financial Data
- Financial Planners
- Financial Planning
- Financial Regulations
- Financial Risk
- Financial Services
- Fixed Annuities
- Forecasting
- Fund of Funds (FOF)
- Funding
- Grammar
- HNW
- IHT
- Identifying Issues
- Income Protection
- Inheritance Tax Planning
- Insurance
- Internal & External Clients
- Interpersonal Skills
- Investment Advisory Services
- Investment Management
- Investment Performance
- Investment Strategies
- Investments
- Invoicing
- Key Client Relationships
- Key Performance Indicators
- Management
- Market Analysis
- Microsoft Outlook
- Negotiation
- Numeracy
- Office Administration
- Oral Communication
- Organization Skills
- Paraplanning
- Pension Funds
- Pensions
- Personal Financial Planning
- Planning Advice
- Portfolio Analysis
- Presentation Skills
- Problem Solving
- Procedural
- Project Management
- Protection
- Punctuation
- Quality Control
- Relationship Development
- Report Writing
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Risk Analysis
- Risk Management
- SIPP
- Savings
- Service Levels
- Service-Level Agreements (SLA)
- Strategic Financial Planning
- Strategic Thinking
- Suitability
- Tax
- Technical Reports
- Training
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Assessment And Analysis
- Finance
- Strategic Planning
- Microsoft Word
- Microsoft Excel
- Strategic Financial
- Microsoft Office
- Sales
- Leadership
John Pottinger Summary
- John Pottinger, based in Birmingham, GB, is currently a Founder, Owner and Director at BIG PLANNING LIMITED. John Pottinger brings experience from previous roles at Packenham Limited, Barkestone Associates (Wealth Management) Limited, Mackenzie Taylor Benefit Consultants and BDO UK LLP. John Pottinger holds a 1984 - 1986 Matthew Boulton Technical College. With a robust skill set that includes Administration, Analytical Skills, Assessment & Analysis, Asset Allocation, Attention to Detail and more. John Pottinger has 1 emails on RocketReach.
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