chloe dippfs

chloe dippfs

client manager and team leader

Country

united kingdom

City

wilmslow

Industry

financial services

Skill

customer service, microsoft office, time management

Experience

manchester metropolitan university

student ambassador

manchester metropolitan university

2015-9 - 2016-7 · 11 mos
the dune group

sales advisor

the dune group

2010-8 - 2016-7 · 6 yrs
enterprise rent-a-car

management trainee intern

enterprise rent-a-car

2015-6 - 2015-9 · 4 mos
camp chipinaw

summer camp counsellor

camp chipinaw

2014-6 - 2014-8 · 3 mos

client manager and team leader

2016-8 - Present · 10 yrs 2 mos
equilibrium am

lead client manager

equilibrium am

2016-8 - Present · 10 yrs 2 mos

Equilibrium is the award winning Chartered wealth management company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future. Since 1995, Equilibrium has been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. Going beyond just providing advice on investments, we develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed. Recently named as the fifth best small company to work for by The Sunday Times in 2017, Equilibrium was the highest-ranking wealth management company in the UK-wide list and the only North West based firm in the top 20. Headquartered in Wilmslow, Cheshire, we oversee more than £700 million worth of assets and are committed to delivering an exceptional service to all our clients. We also have an office in Chester.

Education

the manchester metropolitan university

the manchester metropolitan university

business management

2012-1 - 2016-1 · 4 yrs 1 mo

chloe dippfs's Contact Information

Email

******@***.com

Phone

(**) *** ****

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