Jonathan Burden Email & Phone Number
Senior Financial Planner @ Medical & General Independent Financial Advisers
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Jonathan Burden Location
- United Kingdom
Jonathan Burden Work
- 2023 -now Senior Financial Planner @
- 2021 -2023 Senior Financial Planner @
- 2021 -2023 Senior Financial Planner @
- 2018 -2021 Regional Financial Planning Director @
- 2018 -2018 Financial Planner @
- 2015 -2018 Regional Quality Development Manager @
- 2014 -2015 National Development Manager @
- 2012 -2014 Area Director, Private Banking and Advice @
- 2011 -2012 Area Manager - Financial Planning @
- 2008 -2011 Regulated Private Banker @
- 2003 -2008 Global Head of Service Operations @
- 2002 -2003 Regional Manager, Service Operations, EMEA @
- 1997 -2002 Bond Analyst, Team Leader Historical Pricing and Team Leader European Realtime Exchange Data @
- 1996 -1997 Mortgage broker @
- 1995 -1996 Financial Planner (Royal Liver) @ Royal Liver
Jonathan Burden Education
- The Nottingham Trent University
BA Hons
1989-1993 - Exeter College 1987-1989
- Exmouth Community College
8 O Levels
1981-1986
Jonathan Burden Skills
- Sales Management
- People Management
- Operations Management
- Private Banking
- Financial Planning
- Investments
- Planning
- Investment Advisory
- Information Management
- Inheritance Tax Planning
- Wealth Management
- Private Wealth Management
- Team Management
- Team Leadership
- High Net Worth Individuals
- Strategic Financial Planning
- Management
- Wealth Management Services
- Risk Management
- Project Planning
- Financial Advisory
- Leadership
- Equities
- Relationship Management
- Strategy
- Pensions
- Finance
- Financial Services
- Mortgage Lending
- Stakeholder Management
- Banking
- Financial Risk
- Business Relationship Management
Jonathan Burden Summary
- Jonathan Burden, based in United Kingdom, is currently a Senior Financial Planner at Medical & General Independent Financial Advisers. Jonathan Burden brings experience from previous roles at Chetwood Wealth Management Ltd, DARNELLS WEALTH MANAGEMENT LIMITED, Quilter Private Client Advisers and JLT Group. Jonathan Burden holds a 1989 - 1993 BA Hons @ The Nottingham Trent University. With a robust skill set that includes Sales Management, People Management, Operations Management, Private Banking, Financial Planning and more. Jonathan Burden has 3 emails and 1 mobile phone numbers on RocketReach.
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