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Daniel Smith DipPFS IMC

Daniel Smith DipPFS IMC

Followers of Daniel Smith DipPFS IMC233 followers
location of Daniel Smith DipPFS IMCHorsham, England, United Kingdom

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  • Timeline

  • About me

    Succession Planning Manager at Transact

  • Education

    • Surrey Institute of Art and Desgin

      -
      Bachelor’s Degree Photography 2.1

  • Experience

    • Transact

      Mar 2005 - now

      • Succession Planning Manager

        Jan 2021 - now

      • Adviser Support Manager (West London and Southern Home Counties)

        Oct 2011 - now

      • Regional Client Operations Manager

        Jun 2008 - Sept 2011

      • Client Service Manager

        Aug 2005 - May 2008

      • Transfer Administrator

        Mar 2005 - Jul 2005

  • Licenses & Certifications

    • Certificate in Life & Pensions

      Chartered Insurance Institute

    • Certificate in Discretionary Management

      Chartered Insurance Institute

    • Certificate in Financial Services

      Chartered Insurance Institute

    • Award in Financial Administration

      Chartered Insurance Institute

    • Diploma in Financial Planning

      Chartered Insurance Institute

    • Certificate in Investment Management

      CFA Institute