Paul Simons Email
Compliance Manager @ CONNECT IFA LTD
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Paul Simons Location
- Chigwell, GB
Paul Simons Work
- Compliance Manager @ (November 2014 - Present)
- Sales Manager and Compliance Manager @ (October 2009 - September 2013)
- Business Development Manager @ (November 2000 - May 2009)
- Area Sales Manager @ (November 1998 - November 2000)
- Senior Mortgage Consultant @ (April 1987 - November 1998)
Paul Simons Education
- Havering College of Further & Higher Education
Paul Simons Skills
- Estate Planning
- Financial Advisory
- Commercial Mortgages
- Banking
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- Wealth Management Services
- Mortgage Marketing
- Critical Illness
- Investments
- Relationship Management
- Business Development
- Mortgage Lending
- Finance
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Compliance
- Savings
- High Net Worth Individuals
- Strategic Financial Planning
- Microsoft Office
- Supervisory Skills
- Customer Service
- Regulatory Compliance
- Wealth
- Protection
- SQL
- Management
- Project Management
- Term Life Insurance
- Inheritance Tax Planning
- Funding
- Retirement
- Compliance Management
- Loans
- Residential Mortgages
- Business Relationship Management
- Compliance Oversight
- Regulatory Audits
- Operational Risk Management
- Compliance Audit
- Compliance Monitoring
- Policies and Procedures
Paul Simons Summary
- Paul Simons, based in Chigwell, GB, is currently a Compliance Manager at CONNECT IFA LTD. Paul Simons brings experience from previous roles at Walden Capital, Legal & General, Spicerhaart and Countrywide Plc. Paul Simons holds a Havering College of Further & Higher Education . With a robust skill set that includes Estate Planning, Financial Advisory, Commercial Mortgages, Banking, Pensions and more.
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