电子邮件 | mat***@***.com | 获取Email |
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电子邮件 | mat***@***.com | 获取Email |
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2plan wealth management is one of the UK's leading financial networks. Our proposition is designed to provide client-led professional financial advice, backed up by the highest quality service and support. We advise on products across the whole marketplace and we act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. Our focus is to bring together the best of breed in advisers and firms to provide financial planning and wealth management for private investors and businesses across the UK. Our strategy is built on giving our advisers structured technology-based processes, creating maximum cost efficiency and minimal administrative burden. Using a bespoke, modular advice process, we provide a robust and compliant business model offering the highest commitment to client service standards. We proudly boast a great culture at 2plan with advisers scoring us highly on the services and support we provide, enabling them to spend more time with their clients and leave the administration, regulation and technology to us. Alongside that, we have always invested strongly in technology. Our advisers and their clients tell us that our Client Access Portal is second-to-none in the way advice and service can happen remotely in a secure and compliant way. It's a tool that has really come into its own this last year. What's more, we have our own IT company, which is a brilliant addition to our proposition. Our philosophy is always to ensure that the client experience is paramount, and our all advisers pride themselves on building trusted and lasting long-term relationships. 2plan wealth management provides the tools and expertise, support and services so every financial adviser and firm can conduct business in a safe environment, whilst also giving specialist advice and help throughout the advice process, according to the individual needs of every client.
公司 | 2plan wealth management Ltd |
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职位 | Business Growth & Recruitment Consultant |
地点 | United Kingdom |
http://www.linkedin.com/in/mattlallen | |
部门 | master_human_resources,master_marketing,consulting |
头衔 | Business Growth & Recruitment Consultant at 2plan wealth management Ltd - 07957 156707 |
2plan wealth management Ltd Business Growth & Recruitment Consultant
2020-04-01 -
Available now Experienced BDM / Account Manager looking for new role due to redundancy
2020-03-01 - 2020-04-01
Business Solutions Manager
2017-03-01 - 2020-03-01
Actively Seeking New Opportunity Inhouse recruiter - Business Consultant
2017-01-01 - 2017-02-01
True Potential LLP Recruiter
2016-06-01 - 2016-12-01
Matt Allen 在 2plan wealth management Ltd 担任 Business Growth & Recruitment Consultant at 2plan wealth management Ltd - 07957 156707
Matt Allen 在 2plan wealth management Ltd 的职位是 Business Growth & Recruitment Consultant at 2plan wealth management Ltd - 07957 156707
Matt Allen 的电子邮件地址是 mat***@***.com
Matt Allen 的电话号码是 -
Matt Allen 的公司电话号码是 +448****
Matt Allen 在 financial services 工作。
Matt Allen 的一些同事包括John Dipip、James Cii、Chris Maq、Darren ErIan Galston、。
Matt Allen联系方式: 电子邮件地址:mat***@***.com 电话号码:-
Matt Allen 的个人领英是:http://www.linkedin.com/in/mattlallen
Matt Allen 的办公地点:3rd floor bridgewater pl, leeds, england, united kingdom
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