Jackie Bayley DipPFS

Wealth Management Consultant at Janine Edwards Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Warwick, UK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Consultant
      • Jan 2023 - Present

      Warwick, Warwickshire Helping individuals and business owners with personalised wealth management strategies - designed around their financial aspirations and goals. ► Financial Planning ► Retirement Planning ► Pension Planning ► Investment Planning

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Principal - Bayley Financial Planning
      • Oct 2020 - Jan 2023

      Solihull, England, United Kingdom St. James’s Place Wealth Management is a FTSE 100 company. The company’s success has grown through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. At the heart of our business is the St. James’s Place Partnership, which brings together some of the most experienced, able and… Show more St. James’s Place Wealth Management is a FTSE 100 company. The company’s success has grown through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. At the heart of our business is the St. James’s Place Partnership, which brings together some of the most experienced, able and highly-regarded professionals working in financial services today. Through our Partnership, we are able to provide comprehensive financial planning and wealth management services, helping individuals, trustees and organisations to achieve their financial goals. Show less

    • United States
    • Information Technology & Services
    • 700 & Above Employee
    • Enterprise Corporate Account Manager
      • Mar 2013 - Aug 2020

      United Kingdom As a corporate account manager, my focus was on enterprise customers within the retail and healthcare sectors, Lexmark is a global print technology leader, during my 7 years I had the pleasure of working closely with customers to deliver a complete end to end Managed Print Service, driving efficiencies in processes with innovative technology, automation through intelligent software, enabling significant cost savings to our customers, my role was to help and support clients every step of the… Show more As a corporate account manager, my focus was on enterprise customers within the retail and healthcare sectors, Lexmark is a global print technology leader, during my 7 years I had the pleasure of working closely with customers to deliver a complete end to end Managed Print Service, driving efficiencies in processes with innovative technology, automation through intelligent software, enabling significant cost savings to our customers, my role was to help and support clients every step of the way. Show less

    • United Kingdom
    • Human Resources Services
    • 700 & Above Employee
    • Business Development Manager
      • May 2012 - Feb 2013

      United Kingdom I successfully built relationships with our strategic partner organisation, Perceptive Software (a Lexmark Company), as well as internal account executives within NGA and their client base. From a green field role, I generated a meaningful pipeline with in excess of 30 new business opportunities. With my industry background and knowledge, I created a marketing strategy/brief and worked closely with the internal marketing team and an external Web development team to begin the… Show more I successfully built relationships with our strategic partner organisation, Perceptive Software (a Lexmark Company), as well as internal account executives within NGA and their client base. From a green field role, I generated a meaningful pipeline with in excess of 30 new business opportunities. With my industry background and knowledge, I created a marketing strategy/brief and worked closely with the internal marketing team and an external Web development team to begin the creation of a Document Management Solution Website. Show less

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Business Development Executive - supporting West Midlands, Warwickshire and Northampton
      • Apr 2009 - May 2012

      Birmingham, United Kingdom Provided businesses both new and existing with Document Management Solutions. Iron Mountain provides state of the art environments for the storage of paper and digital records, with secure access to an online solution (IM Connect) with Image on Demand to support business efficiencies, workflow, space issues and the complexity surrounding file level management and compliance. Year on year I exceeded my sales targets and was invited to Chairman's Club in St Maarten, April 2011 with a… Show more Provided businesses both new and existing with Document Management Solutions. Iron Mountain provides state of the art environments for the storage of paper and digital records, with secure access to an online solution (IM Connect) with Image on Demand to support business efficiencies, workflow, space issues and the complexity surrounding file level management and compliance. Year on year I exceeded my sales targets and was invited to Chairman's Club in St Maarten, April 2011 with a finish of 338% of target. Show less

    • Outsourcing and Offshoring Consulting
    • 1 - 100 Employee
    • Sales Manager - Document Management
      • Jul 2006 - Feb 2009

      Sales Manager with focus and drive on identifying and developing new business sales within the document management arena. I have experience in selling complex document management solutions which include digitisation, XML content classification and consultancy services which enable clients to reduce their costs and risks by outsourcing with confidence and providing a complete end to end solution. My accounts include the leading Pharmaceutical, Nuclear and Legal companies.

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Operational Support to Senior VP (IBM Fellow)
      • Aug 1999 - Jul 2006

      Responsible for operational support and effectiveness of the Ease of Use (EOU) department through co-ordination and collaboration within the Software Group and external business partners

Community

You need to have a working account to view this content. Click here to join now