Simon Back Email
Independent Financial Advisor @ Argentis
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Simon Back Location
- England, United Kingdom
Simon Back Work
- Independent Financial Advisor @ (June 2013 - Present)
- Financial Planning Manager @ AXA Wealth (November 2010 - May 2013)
- Savings and Investment Advisor @ (May 2007 - November 2010)
- Department Manager @ (October 1996 - May 2007)
Simon Back Skills
- Financial Advisory
- Consistency
- Team Building
- Personal Development
- Pensions
- Retirement Planning
- Sales
- Wealth Management Services
- Investments
- Communication Skills
- Investment Advisory
- Financial Services
- Sales Management
- Wealth Management
- Strategic Financial Planning
- Savings
- Microsoft Office
- Training
- Client Confidentiality
- Holistic Financial Planning
- Wealth
- Project Planning
- Personal Financial Planning
- Protection
- Cas Authorised
- Management
- Personal Finance
- Financial Reporting
- Project Management
- Client Presentation
- Coaching
- Inheritance Tax Planning
- Listening to customers
- Client Relations Skills
- Banking
- Insurance
- Financial Planning
- Portfolio Management
- Relationship Management
- Mortgage Lending
- Finance
- Income Protection
- Investment Strategies
- Retirement
Simon Back Summary
- Simon Back, based in England, United Kingdom, is currently a Independent Financial Advisor at Argentis. Simon Back brings experience from previous roles at AXA Wealth, Britannia Building Society and Asda. With a robust skill set that includes Financial Advisory, Consistency, Team Building, Personal Development, Pensions and more. Simon Back has 1 emails on RocketReach.
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