Jonathan Cii Location
Wigan, GB
Jonathan Cii Work
- 2016 - now Wealth Management Partner @ TRUE POTENTIAL WEALTH MANAGEMENT LLP
- 2014 - 2016 Specialist Financial Advice Manager @ NatWest Bank
- 2013 - 2014 Personal Mortgage Advisor @ NatWest
- 2013 - 2013 Client Portfolio Planner @ NatWest
- 2011 - 2012 Financial planning manager @ NatWest Bank
- 2008 - 2011 Customer advisor @ NatWest Bank
- 2006 - 2007 Bar tender @ Bryn Masonic hall
Jonathan Cii Education
- The Chartered Insurance Insititute
- The Chartered Insurance Insititute
AF4 Investment Planning (AF4)
- The Chartered Insurance Insitute
(Certificate in Long Term Care Planning)
- The Chartered Insurance Insitute
(Diploma in Regulated Financial Planning)
- The Chartered Insurance Insitute
(Certificate in Mortgage Practice)
- The Chartered Insurance Insitute
(AF3 Pension Planning)
- The Chartered Insurance Insitute
Pension Update Paper (R08)
Jonathan Cii Skills
- Marketing
- Portfolio Management
- Business Strategy
- Change Management
- Financial Services
- Personal Financial Planning
- Sales
- Investments
- Strategic Financial Planning
- Banking
Jonathan Cii Summary
Jonathan Cii, based in Wigan, GB, is currently a Wealth Management Partner at TRUE POTENTIAL WEALTH MANAGEMENT LLP. Jonathan Cii brings experience from previous roles at NatWest Bank and NatWest. Jonathan Cii holds a The Chartered Insurance Insititute. With a robust skill set that includes Marketing, Portfolio Management, Business Strategy, Change Management, Financial Services and more. Jonathan Cii has 2 emails on RocketReach.
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