Jonathan Apfs Email
Specialist Financial Adviser and Supervisor providing Financial Advice to the Medical Profession @ Wesleyan
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Jonathan Apfs Location
- Birmingham, GB
Jonathan Apfs Work
- 2010 -now Specialist Financial Adviser and Supervisor providing Financial Advice to the Medical Profession @
- 2007 -2010 Senior Personal Banker @
- 2004 -2007 Senior Customer Relationship Adviser @
Jonathan Apfs Education
- Chartered Insurance Institute
Chartered Financial Planner (Financial Planning and Services)
2011-2019 - Chartered Insurance Institute
Diploma (Financial Planning and Services)
2009-2009 - Blessed William Howard 1999-2004
Jonathan Apfs Skills
- Savings
- Wealth
- Fixed Annuities
- Loans
- Wealth Management
- Customer Experience
- FSA
- Credit Risk
- Financial Planners
- Wealth Management Services
- Mortgage Lending
- Retirement Planning
- Risk Management
- Investments
- Strategic Financial Planning
- Critical Illness
- Private Banking
- SIPP
- Pensions
- Defined Benefit
- Inheritance Tax Planning
- Financial Services
- Residential Mortgages
- Income Protection
- Business Analysis
- Finance
- Change Management
- Management
- Defined Contribution
- Financial Advisory
- Investment Strategies
- Personal Financial Planning
- Banking
- Performance Management
- Coaching
- Investment Advisory
- Portfolio Management
- Insurance
- Training Delivery
- Retail Banking
- Stakeholder Management
- Trusts
- General Insurance
- High Net Worth Individuals
- Relationship Management
- CRM
- User Acceptance Testing
- Life Insurance
- Protection
- Financial Risk
- Leadership
- Retirement
Jonathan Apfs Summary
- Jonathan Apfs, based in Birmingham, GB, is currently a Specialist Financial Adviser and Supervisor providing Financial Advice to the Medical Profession at Wesleyan Assurance Society. Jonathan Apfs brings experience from previous roles at Wesleyan Bank Ltd and The Co-operative Bank plc. Jonathan Apfs holds a 2011 - 2019 Chartered Financial Planner in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Savings, Wealth, Fixed Annuities, Loans, Wealth Management and more. Jonathan Apfs has 1 emails on RocketReach.
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