About Louis Murray:
Financial Adviser
UK level 4 Diploma Qualified - CII
Experience
ST. JAMES’ PLACE WEALTH MANAGEMENT
FINANCIAL ADVISER
Current Role
• FTSE 100 Company with £142bn funds under management
• Conducting initial financial reviews with clients, on-going reviews and generating new business.
• Deliver financial advice to clients, proposing strategies to achieve short and long-term objectives for
investments, insurance, business and estate planning with minimal risk.
• Prepare and delivered presentations to clients and prospects for business development and educational
purposes.
Education
Business Management (Honours) - Open University
Professionals from different sectors near Edinburgh, Edinburgh
Pip Roberts
Musician, producer, Events coordinator, teacher.
Arts / Entertainment / Publishing
Other users who are called Louis
Leander Louis Cyril Clement
Audio Engineer
Engineering / Architecture
Jobs near Edinburgh, Edinburgh
-
Account Manager
1 month ago
Royal London City of EdinburghWe are on the lookout for a dedicated Telephony Account Manager to join our dynamic Distribution team at Royal London. · Develop and implement a strategic plan to achieve new business objectives from a diverse range of financial advice firms. · Deliver captivating presentations t ...
-
Business Assurance Support
1 month ago
Seven Investment Management EdinburghSupport the Business Assurance Manager to identify risks and train advisers in the 7im group. Act as a key conduit between client-facing teams and risk and control functions. · Collate and analyse adviser suitability results. · Support the Business Assurance Manager to ensure eac ...
- Forvis Mazars Edinburgh
Join Forvis Mazars as a Financial Planning Trainee and gain experience in a leading global professional services network. You will work closely with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. · Study and complet ...