Jonathan Malpass Email
Paraplanner @ Succession Wealth
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Jonathan Malpass Location
- Shrewsbury, GB
Jonathan Malpass Work
- 2022 -now Paraplanner @
- 2020 -2022 Independent Financial Adviser @ Adswood Finance - Trading Style of Pi Financial Ltd
- 2019 -2020 Paraplanner @ Escom Ltd
- 2016 -2018 Paraplanner @ Pi Financial Ltd
- 2015 -2016 Investment Assistant (Paraplanning) @
- 2014 -2015 Advice Guidance Consultant @
- 2011 -2014 Compliance Assistant @ Pi Financial Ltd
- 2010 -2011 Structured Products Review Administrator @
- 1991 -2010 Pensions and Finance Technician @
Jonathan Malpass Education
- Chartered Insurance Institute
Certificate in Mortgage Advice
2020-2020 - Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning.
2013-2018 - College of St Paul & St Mary, Cheltenham
Bachelor of Science (BSc) (Geography and Geology)
1986-1989 - The Wensleydale School
A Levels (Geography, Physics)
1982-1986
Jonathan Malpass Summary
- Jonathan Malpass, based in Shrewsbury, GB, is currently a Paraplanner at Succession Wealth. Jonathan Malpass brings experience from previous roles at Adswood Finance - Trading Style of Pi Financial Ltd, Escom Ltd, Pi Financial Ltd and EFG Harris Allday. Jonathan Malpass holds a 2020 - 2020 Certificate in Mortgage Advice @ Chartered Insurance Institute. Jonathan Malpass has 1 emails on RocketReach.
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Top Succession Wealth Employees
Claire Barker
Head of External Communications
United Kingdom
Mark Rogers
Chartered Financial Planner
Birmingham, GB
Simon Collins
Head of IT Service
Edinburgh, GB
Roger Marsden
Chief Executive Officer
Durham, GB
Steve Willis
Chief Financial Officer
Plymouth, England, GB
Jonathan Cornish-Varley
Director of Paraplanning
Norwich, England, GB
Charlotte Davey
Director of Strategy and Propositions
United Kingdom
Harmesh Dhaliwal
Head of Operational Readiness
United Kingdom
Adrian Webb
General Counsel and Company Secretary
England, United Kingdom
Charlotte Turner
Head of Recruitment
Plymouth, GB
Andrew Harris
Director of Propositions
Southend-on-Sea, GB
Chris Truman
Chief Technology Officer
United Kingdom
Ben Kolmann
Head of IT Systems
Amersham, GB
Olivia Mitchell
Head of Revenue and Income Assurance
Plymouth, England, GB
Mike Tunstall
Director of Risk
Pershore, GB
Scott Woodward
Head of Marketing
United Kingdom
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