Lee Smith Email
Practice Manager @ MCMILLAN WEALTH CONSULTANTS LIMITED
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Lee Smith Location
- Brighton, GB
Lee Smith Work
- Practice Manager @ (March 2025 - Present)
- Practice Manager @ (December 2022 - March 2025)
- Senior Business Processing Executive @ (January 2022 - December 2022)
- Business Processing Executive @ (November 2020 - January 2022)
- Client Relationship Manager @ (January 2020 - September 2020)
- Practice Manager for Hayek Wealth Management Ltd, Partner Practice of St. James's Place. @ (February 2019 - January 2020)
- Practice Manager for Steven Jerath, Partner of St. James's Place @ (August 2017 - February 2019)
- Client Services Manager for Steven Jerath, Partner @ (July 2013 - August 2017)
- Office Administrator @ (January 2013 - July 2013)
Lee Smith Education
- Chartered Insurance Institute
Ro1 (Financial Regulation, Rules & Ethics)
2019-2019 - King Ethelbert School
- canterbury college
Lee Smith Skills
- Business Development
- Business Planning
- Business Process
- Business Strategy
- Customer Service
- Finance
- General Office Administration
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Outlook
- Photoshop
- PowerPoint
- Risk Management
- Sales
- Salesforce Lightning
- Teamwork
- Time Management
- Leadership
- Microsoft Word
- Change Management
- Research
- General Office
Lee Smith Summary
- Lee Smith, based in Brighton, GB, is currently a Practice Manager at McMillan Financial Advice Limited, Principal Partner Practice of St. James's Pla. Lee Smith brings experience from previous roles at McMillan Financial Advice Limited, Principal Partner Practice of St. James's Pla and GREEN FINANCIAL ADVICE LIMITED. Lee Smith holds a 2019 - 2019 Ro1 in Financial Regulation, Rules & Ethics @ Chartered Insurance Institute. With a robust skill set that includes Business Development, Business Planning, Business Process, Business Strategy, Customer Service and more. Lee Smith has 1 emails on RocketReach.
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Top MCMILLAN WEALTH CONSULTANTS LIMITED Employees
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Practice Manager
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Dan Netting
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Kieran Woods
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