Jon Potter Email
Compliance Director @ Chesterton House
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Jon Potter Location
- United Kingdom
Jon Potter Work
- Compliance Director @ (May 2024 - Present)
- Compliance Manager @ (May 2021 - May 2024)
- Training and Competency Consultant (North) @ (April 2021 - May 2021)
- Executive Manager Business Risk @ (January 2016 - February 2021)
- Senior Manager Business Risk @ (June 2006 - January 2016)
- Divisional Training and Development Supervisor @ (April 2002 - February 2006)
- Regional Sales Manager @ Norwich Union Life (January 2000 - April 2002)
- Senior Financial Consultant @ Norwich Union Life (November 1999 - January 2000)
- Financial Consultant @ Norwich Union Life (March 1998 - November 1999)
- Financial Planning Manager @ Natwest Life (May 1997 - March 1998)
- Sales Agent and Financial Adviser @ Britannic Assurance (March 1995 - May 1997)
- Graphic Designer @ Buy-Sell (December 1994 - March 1995)
Jon Potter Education
- University of Central Lancashire
B.A. (Hons) (Graphic Design)
1990-1994 - North East Wales Institute of Art & Design
BTEC Diploma (General Art & Design)
1989-1990 - Elfed High School
3 x A Levels, Grade A-C
1987-1989 - Argoed high school
9 x O Levels grades A-C
1982-1987
Jon Potter Skills
- Compliance
- Strategic Financial Planning
- Financial Risk
- Risk Management
- Investments
- Retirement
- Financial Services
- Sales
- Training
- Insurance
- Financial Advisory
- Protection
- Finance
- Financial Planning
- Wealth Management
- Pensions
- Customer Service
- Strategy
- Microsoft Excel
- Business Development
- FSA
- AML
- Business Strategy
- Governance
- Retirement Planning
- Change Management
- Operational Risk
- Employee Benefits
- Asset Management
- Investment Advisory
- Business Process Improvement
- Wealth
- Operational Risk Management
- Health Insurance
- Mutual Funds
- Income Protection
- Wealth Management Services
- Mortgage Lending
- Investigations
- Due Diligence
- Account Management
- Team Building
- Regulatory Risk
- Compliance Management
- Corporate Governance
- Risk Assessment
- KYC
- Fraud Investigations
- Risk Mitigation
- Mortgage
- Business Continuity
- Financial Markets
- Event Planning
- Event Management
- Continuous Improvement
- Key Performance Indicators
Jon Potter Summary
- Jon Potter, based in United Kingdom, is currently a Compliance Director at Chesterton House Financial Planning Ltd. Jon Potter brings experience from previous roles at Chesterton House, The Equity Release Experts and St. James’s Place Wealth Management. Jon Potter holds a 1990 - 1994 B.A. (Hons) in Graphic Design @ University of Central Lancashire. With a robust skill set that includes Compliance, Strategic Financial Planning, Financial Risk, Risk Management, Investments and more. Jon Potter has 2 emails on RocketReach.
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Jenny Acim
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