Luke Simpson
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The Chartered Institute for Securities & Investment (The CISI)
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FlashIntel GPTLuke Simpson is an experienced Paraplanner with 7.3 years of work experience in the financial services industry. He is skilled in client relationship management, research and analysis, financial recommendation report writing, and UK and Isle of Man financial regulation. Luke is a finance professional with a degree from Chester University and Liverpool John Moores University. He has worked at Barclays, Chancery Advisors Limited, Edgewater, and CII/PFS. Luke is a member of the CII/PFS and CISI.
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About
I am an Experienced Paraplanner with a demonstrated history of working in the financial services industry. Skilled in client relationship management, research and analysis, financial recommendation report writing and UK and Isle of Man financial regulation. I am a finance professional who graduated from Chester University and Liverpool John Moores University and am a member of the the CII/PFS and CISI.
Work Experience
Premier Relationship Manager
Financial Services
Luke Simpson's Professional Milestones
- Paraplanner (2016-07-01~2021-03-01): Revamped program implementation processes to enhance efficiency and productivity.
- Paraplanner Business Support (2021-03-01~): Provided streamlined resources and financial guidance to ensure successful business operations and financial stability.
Education
Skill
Customer Relationship Management
Public Health
Data Analysis
Report Writing
Client Services
Environmental Science
Certification
Colleagues
Gaurav Singh
Product Owner | Trade And Transaction Reporting Technology | Barclays
Jade Warren
Owner
Kate Eynon
Product Owner
Gareth Hopkins
Senior Product Owner
Premdeep Rajamani, PSPO™
Product Owner | Anti-Money Laundering | Strategy And Transformation | Data Analytics | Machine Learning And Artificial Intelligence | Financial Crime Compliance | Ex-Ordore | IBM
Other Named Luke Simpson
Frequently asked questions
We found 3 Luke Simpson's email addresses
Luke Simpson's social media include: Linkedin,
Luke Simpson works for Barclays
Luke Simpson's role in Barclays is Premier Relationship Manager
Luke Simpson works in the industry of Financial Services
Luke Simpson's colleagues are Gaurav Singh,Jade Warren,Kate Eynon
Luke Simpson's latest job experience is Premier Relationship Manager at Barclays
Luke Simpson's latest education in The Chartered Institute for Securities & Investment (The CISI)
