process manager mazars financial planning@ Mazars in the UK
Glasgow, Glasgow City, United Kingdom
Louisa Jessimer
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University of Stirling
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Tell me more about Louisa Jessimer?
FlashIntel GPTLouisa Jessimer is a highly experienced Financial Planner Support Team with 22.5 years of work experience. She specializes in strategic financial planning, investments, wealth management, and financial advisory. Based in Glasgow, Scotland, Louisa has worked at Mazars in various roles, including Operations Manager and Front Office Manager. She also has experience as an Assistant Financial Planner Team Leader and Assistant Planner. Louisa is dedicated to providing training and guidance to a UK-wide Financial Planner Support Team.
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Emails and Phone Numbers
About
Providing training and guidance to a UK wide Financial Planner Support Team.
Work Experience
process manager mazars financial planning
Operations Manager
Front Office Manager
Accounting
Louisa Jessimer's Professional Milestones
- Customer Services (2001-05-01~2007-05-01): Delivered exceptional customer experiences, exceeding expectations and fostering strong a positive customer relationship.
- Financial Planning Administrator (2007-05-01~2012-08-01): Streamlined financial processes, resulting in increased efficiency and accuracy within the organization.
Education
Human Resource Management
Skill
Strategic Financial Planning
Investments
Wealth Management
Financial Advisory
Pensions
Retirement Planning
Wealth
Estate Planning
Financial Planning
Asset Allocation
Investment Advisory
Protection
Asset Management
Retirement
Certificate In Financial Administration
Certificate In Life And Pensions
R01 Exam
Personal Tax Planning
Investment And Risk
Certification
Colleagues
Craig Maxwell
Business Adviser | Audit & Assurance | Owner Managed Businesses | SME | Glasgoriw | Business Advisory
Andaz Arora
assistant manager- mazars in uk | ex- grant thornton | ex deloitte office of us | founder of gst buddy and ca buddy in uk | ca
Catherine Banks
owner at dansbanx dance studio
Phil Verity
Chief Executive Officer
Craig Maxwell
Business Adviser | Audit & Assurance | Owner Managed Businesses | SME | Glasgoriw | Business Advisory
Other Named Louisa Jessimer
Frequently asked questions
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Louisa Jessimer's social media include: Linkedin,
Louisa Jessimer works for Mazars in the UK
Louisa Jessimer's role in Mazars in the UK is process manager mazars financial planning
Louisa Jessimer works in the industry of Accounting
Louisa Jessimer's colleagues are Craig Maxwell,Andaz Arora,Catherine Banks
Louisa Jessimer's latest job experience is process manager mazars financial planning at Mazars in the UK
Louisa Jessimer's latest education in University of Stirling
