Jorge Jackson Email
Independent Financial Adviser @ Balance: Wealth Planning Limited
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Jorge Jackson Location
- Nottingham, GB
Jorge Jackson Work
- Independent Financial Adviser @ (June 2025 - Present)
- Independent Financial Adviser @ (July 2023 - June 2025)
- Team Leader and Client Manager (Paraplanner) @ (April 2022 - July 2023)
- Client Manager (Paraplanner) @ (June 2018 - May 2022)
- Ski Instructor @ Niseko International Snowsports School (NISS) (December 2017 - April 2018)
- Ski Instructor @ (June 2017 - September 2017)
- Ski Instructor @ (June 2016 - September 2016)
- Finance Broker - Part Time @ (September 2014 - September 2015)
- Finance Broker - Placement Year @ (May 2013 - May 2014)
- Barman and Waiter @ Gourmet Burger Kitchen (October 2012 - May 2013)
- Student Ambassador @ (December 2011 - December 2012)
- Barman and Waiter @ (October 2010 - September 2011)
- Shop Assistant @ Post News Newsagent (October 2008 - October 2010)
Jorge Jackson Education
- The West Bridgford School
Bachelor's Degree, Financial Services, Planning and Management
- The Manchester Metropolitan University
Bachelor's Degree (Financial Services, Planning and Management)
Jorge Jackson Skills
- Leadership
- Sales Recruitment
- Public Speaking
- Financial Planning
- Microsoft Word
- Coaching
- PowerPoint
- Hospitality
- Communication
- Microsoft Office
- Research
- Social Media
- Financial Analysis
- Management
- Customer Service
- Teamwork
- Financial Services
- Time Management
- Microsoft Excel
- Sales
- SQL
- Java
- Business Ethics
- Tax Planning
- Retirement Planning
- Finance
- Ethical Decision Making
- Relationship Building
- Financial Protection
- Risk Management
- Interpersonal Communication
- Administration
- Client Rapport
- Paraplanning
Jorge Jackson Summary
- Jorge Jackson, based in Nottingham, GB, is currently a Independent Financial Adviser at Balance: Wealth Planning Limited. Jorge Jackson brings experience from previous roles at Pareto Financial Planning, Equilibrium Financial Planning and Niseko International Snowsports School (NISS). Jorge Jackson holds a Bachelor's Degree, Financial Services, Planning and Management @ The West Bridgford School. With a robust skill set that includes Leadership, Sales Recruitment, Public Speaking, Financial Planning, Microsoft Word and more. Jorge Jackson has 1 emails on RocketReach.
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