Lee Smith Email

Practice Manager @ MCMILLAN WEALTH CONSULTANTS LIMITED

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Lee Smith Location

Brighton, GB

Lee Smith Work

2025 - now Practice Manager @ MCMILLAN WEALTH CONSULTANTS LIMITED
2022 - 2025 Practice Manager @ MCMILLAN WEALTH CONSULTANTS LIMITED
2022 - 2022 Senior Business Processing Executive @ MCMILLAN WEALTH CONSULTANTS LIMITED

2020 - 2022 Business Processing Executive @ MCMILLAN WEALTH CONSULTANTS LIMITED
2020 - 2020 Client Relationship Manager @ GREEN FINANCIAL ADVICE LIMITED
2019 - 2020 Practice Manager for Hayek Wealth Management Ltd, Partner Practice of St. James's Place. @ Gilson Gray Financial Management
2017 - 2019 Practice Manager for Steven Jerath, Partner of St. James's Place @ Gilson Gray Financial Management
2013 - 2017 Client Services Manager for Steven Jerath, Partner @ Gilson Gray Financial Management
2013 - 2013 Office Administrator @ Gilson Gray Financial Management

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Lee Smith Education

Chartered Insurance Institute
Ro1 (Financial Regulation, Rules & Ethics)
2019 - 2019
King Ethelbert School
canterbury college

Lee Smith Skills

Leadership
PowerPoint
Sales

Photoshop
Business Development
Outlook
Business Planning
Microsoft Office
Microsoft Word
Marketing

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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 Wealth Consultants Limited, Principal Partner Practice of St. James's P, McMillan Wealth Consultants Limited, Partner Practice of St. James's Place Wealt 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 Leadership, PowerPoint, Sales, Photoshop, Business Development and more. Lee Smith has 1 emails on RocketReach.

Lee Smith Emails

Found 1 emails

@mcmillanconsultants.co.uk

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