Financial Advisor@ WEALTH at work
Falkirk, Falkirk, United Kingdom
Jill Mcguire
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Chartered Insurance Institute
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Tell me more about Jill Mcguire?
FlashIntel GPTJill Mcguire is a highly experienced financial services professional with 30 years of expertise in business development and financial advice roles. She specializes in relationship management, business development, asset management, fund sales, and client advice. Jill has worked in various roles, including as a Financial Advisor, Financial Planner, Regional Account Manager, Business Development Manager, and Senior Sales Consultant. She has a strong background in financial services and has worked with reputable companies such as WEALTH at, Frontier Investment Management Company, and ZURICH INTERMEDIARY GROUP LIMITED. Jill is based in Falkirk, Scotland.
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About
I have 30 years of experience in financial services in business development and financial advice roles Specialties: Relationship Management Business Development Asset Management fund sales client advice
Work Experience
Financial Advisor
Financial Services
Jill Mcguire's Professional Milestones
- Business Development Manager (2011-12-01~2012-07-01): Expanding client base through strategic partnerships and successfully closing key contracts.
- Financial Advisor (2019-10-01~): Achieving record-breaking financial results, driving strategic decision-making and maximizing client returns.
Education
Skill
Relationship Management
Business Development
Wealth Management
Investments
Financial Services
Sales
Selling
Pensions
Retirement Planning
Portfolio Management
Investment Advisory
Asset Management
Insurance
Wealth
Strategic Financial Planning
Customer Service
Finance
Mortgage Lending
Retirement
Risk Management
Certification
Colleagues
Jerome Gudgeon
cto at wealth at work | advisor to swissborg
Paul Morton
investment planning director at wealth at work
Jonathan Watts-Lay
director at wealth at work
Peter Quayle
fund manager - wealth at work
Sally Carter
executive pa to ceo and directors
Other Named Jill Mcguire
Frequently asked questions
We found 1 Jill Mcguire's email addresses
We found 1 Jill Mcguire's phone numbers
Jill Mcguire's social media include: Linkedin,
Jill Mcguire works for WEALTH at work
Jill Mcguire's role in WEALTH at work is Financial Advisor
Jill Mcguire works in the industry of Financial Services
Jill Mcguire's colleagues are Jerome Gudgeon,Paul Morton,Jonathan Watts-Lay
Jill Mcguire's latest job experience is Financial Advisor at WEALTH at work
Jill Mcguire's latest education in Chartered Insurance Institute
