Adam Wilson

Client Relationship Coordinator at Nugenis Financial Planning Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Cardiff, Wales, United Kingdom, GB
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Experience

  • Nugenis Financial Planning Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Coordinator
      • Feb 2022 - Present

  • Peter Alan Ltd
    • United Kingdom
    • Real Estate
    • 100 - 200 Employee
    • Mortgage Consultant
      • Nov 2020 - Apr 2021

  • TBMC
    • Australia
    • Advertising Services
    • 1 - 100 Employee
    • Mortgage Broker
      • Mar 2020 - Sep 2020

  • RWB Wealth
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Aug 2019 - Mar 2020

  • St. James's Place
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Paraplanner
      • Oct 2018 - Jul 2019

  • MotoNovo Finance
    • Motor Vehicle Manufacturing
    • 400 - 500 Employee
    • Complaints Analyst
      • Oct 2017 - Oct 2018

  • Lloyds Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • PPI Reviewer
      • Aug 2014 - Sep 2017

  • Serco
    • France
    • Oil and Gas
    • 1 - 100 Employee
    • Real - Time Analyst
      • Nov 2012 - Aug 2014

Education

  • The London Institute of Banking & Finance
    Diploma
    -
  • The London Institute of Banking & Finance
    CeMAP
    -
  • Coleg Sir Gar
    -

Community

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