Jon Dippfs Email
Trainee Financial Planner and Paraplanner @ Churchgates
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Jon Dippfs Location
- Bury St Edmunds, GB
Jon Dippfs Work
- Trainee Financial Planner and Paraplanner @ (April 2026 - Present)
- Paraplanner @ Churchgate Accountants Limited (February 2020 - Present)
- Technical Consultant @ AFL FINANCIAL STRATEGIES LTD Senior Partner Practice of St. James's Wealth Manag (August 2018 - February 2020)
- Wealth Planner @ (October 2017 - June 2018)
- Employee Benefits Team Manager and Financial Planner @ Quattro Investment Brokers (November 2013 - August 2017)
- CHP onsite technical support @ SAV Systems Ltd (May 2011 - July 2013)
- Credit Referrals Analyst @ (July 2010 - May 2011)
- Remote Mortgage Underwriter @ GMAC RFC (September 2002 - January 2008)
- Mortgage Underwriter (mandated) @ First National Mortgage Services (January 1999 - January 2001)
- Account Manager @ central trust plc (January 1999 - January 2001)
Jon Dippfs Education
- Chartered Insurance Institute
Discretionary Investment Management
2026-2026 - Turning Factor
Leadership & management
2026-2026 - Milpark Business School
NQF5 Higher Certificate in Financial Planning
2015-2017 - Barnet College
Advanced Diploma (Information Technology)
1993-1995 - Chartered Insurance Institute
Level 4 Regulated Diploma Financial Services (Financial Planning and Services)
2025 - FPI
RE 05 FAIS Compliant for Representatives
- Hendon School
- Chartered Insurance Institute
Jon Dippfs Skills
- Banking
- Call Centers
- Communication
- Credit
- Credit Analysis
- Credit Risk
- Customer Service
- Employee Benefits
- Financial Advisory
- Financial Planning
- Financial Planning and Analysis (FP&A)
- Financial Risk
- Financial Services
- Holistic Financial Planning
- Insurance
- Investments
- Leadership
- Life Insurance
- Loan Servicing
- Loans
- Management
- Mortgage Lending
- Paraplanning
- Process Improvement
- Residential Mortgages
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Team Management
- Technical Support
- Time Management
- Underwriting
- Xplan
Jon Dippfs Summary
- Jon Dippfs, based in Bury St Edmunds, GB, is currently a Trainee Financial Planner and Paraplanner at Churchgates. Jon Dippfs brings experience from previous roles at Churchgate Accountants Limited, AFL FINANCIAL STRATEGIES LTD Senior Partner Practice of St. James's Wealth Manag, Warwick Wealth and Quattro Investment Brokers. Jon Dippfs holds a 2026 - 2026 Discretionary Investment Management @ Chartered Insurance Institute. With a robust skill set that includes Banking, Call Centers, Communication, Credit, Credit Analysis and more.
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