Deep Enrich
Jason Cannan
SSAS Pension Scheme Administrator (National Provident Institution)
804 followers
Greater Cardiff Area
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About me
Account Manager
Education
The University of Glamorgan
1993 - 1997Public Sector Management Business/Politics (including placement year in the House of Lords) Upper Second ClassPublic Sector Management
Experience
AMP
Mar 1998 - Jul 2000SSAS Pension Scheme Administrator (National Provident Institution)
Legal & General
Aug 2000 - Mar 2002Pension Loss AssessorResponsible for calculating whether customers had suffered loss as a result of being advised to transfer their benefits away from a final salary occupational pension scheme to a personal pension.
Legal & General
Jan 2005 - Aug 2016Responsible for developing business through Banks and Building Society distribution channels involving the building of strong relationships, maintaining product and market knowledge and delivering training and learning interventions; all with a strong customer focus, commercial awareness and an ability to adapt to the culture of different organisations I work with.
Business Development Manager
Apr 2008 - Aug 2016Technical Quality Consultant
Apr 2002 - Mar 2008Complaints Consultant
Jan 2005 - Jan 2006
WINDSOR HOUSE WEALTH MANAGEMENT LIMITED
Feb 2017 - Jun 2019Independent Financial Advice Firm
Paraplanner
Feb 2019 - Jun 2019Business Development Manager
Feb 2017 - Jan 2019
Tilney Group
Jun 2019 - Sept 2020Paraplanner
Evelyn Partners
Sept 2020 - Mar 2023Advice Quality Officer
Sept 2022 - Mar 2023Paraplanner
Sept 2020 - Sept 2022
Legal & General
Mar 2023 - nowAccount Manager
Licenses & Certifications
DipFA
Chartered Insurance InstituteCert CII (MP & ER)
Chartered Insurance Institute
Honors & Awards
- Awarded to Jason CannanAF4 - Investment Planning CII Dec 2020
- Awarded to Jason CannanAF3 - Pension Planning CII Jul 2017
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