William Palfreyman Email
Technical Specialist (Paraplanning) Manager @ MKC Wealth
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William Palfreyman Location
- London, GB
William Palfreyman Work
- Technical Specialist (Paraplanning) Manager @ (February 2025 - Present)
- Technical Specialist (Paraplanner) @ (August 2022 - February 2025)
- Client Relationship @ (September 2020 - August 2022)
- Client Administrator @ (June 2020 - September 2020)
- Business Development Executive @ (August 2019 - April 2020)
- Delegate Sales Executive @ (June 2019 - August 2019)
- Graduate Insight Day @ (February 2019 - February 2019)
- Work Experience @ (June 2014 - June 2014)
William Palfreyman Education
- University of Sussex
Bachelor of Arts - BA (History)
2016-2019 - Bradfield College 2011-2016
William Palfreyman Skills
- Analytical Skills
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Finance
- Financial Analysis
- Financial Instruments
- Financial Markets
- Investment Management
- Investments
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Numeracy
- Presentation Skills
- Public Speaking
- Research
- Service Delivery
- Social Media
- Teamwork
- Time Management
- Wealth Management
William Palfreyman Summary
- William Palfreyman, based in London, GB, is currently a Technical Specialist (Paraplanning) Manager at MKC Wealth. William Palfreyman brings experience from previous roles at MKC Wealth and Ixaris. William Palfreyman holds a 2016 - 2019 Bachelor of Arts - BA in History @ University of Sussex. With a robust skill set that includes Analytical Skills, Client Relations, Communication, Customer Relationship Management (CRM), Customer Service and more. William Palfreyman has 2 emails on RocketReach.
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