Stephen Jones Email
Product Manager @ Third Financial
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Stephen Jones Location
- London, GB
Stephen Jones Work
- 2025 -now Product Manager @
- 2022 -2025 Product Manager @
- 2021 -2022 Investment Consultant Team Leader @
- 2021 -2022 Pension Specialist @
- 2020 -2021 Senior Investment Consultant @
- 2017 -2020 Investment Consultant @
- 2016 -2017 Trainee Wealth Manager @
- 2015 -2016 Relationship Manager @ International Financial Services
Stephen Jones Education
- The Chartered Institute for Securities & Investment (The CISI)
Pension Transfers & Planning Advice – Level 6
2019-2019 - The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice and Management – Level 6
2018-2018 - The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (IAD) - Level 4 (Investments and Securities)
2016-2017 - University of Liverpool
Bachelor of Science (Hons) (Economics)
2012-2015 - The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager Qualification
2022 - Reforge
(Member)
2023
Stephen Jones Skills
- Budgeting
- Derivatives
- Report Writing
- Investments
- Wealth Management
- Cost Control
- Financial Risk
- Research
- Data Analysis
- Business Strategy
- Financial Advisory
- Needs Analysis
- Income Protection
- Strategic Planning
- Client Relations
- Leadership
- Economics
- Portfolio Management
- Asset Management
- Retirement Planning
- Pensions
- Banking
- Microsoft Word
Stephen Jones Summary
- Stephen Jones, based in London, GB, is currently a Product Manager at Third Financial. Stephen Jones brings experience from previous roles at Moneyfarm. Stephen Jones holds a 2019 - 2019 Pension Transfers & Planning Advice – Level 6 @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Budgeting, Derivatives, Report Writing, Investments, Wealth Management and more. Stephen Jones has 1 emails on RocketReach.
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