Jamie has been in financial services for over 32 years and has worked in a variety of senior roles during this period. Over the last 15 years his career has been dedicated to leading various distribution teams who support the intermediated life, pension and savings market.
Jamie has held senior management positions on retail executive committees, as well as chairing regional advisory panels. He is also a member of the Personal Finance Society’s Leader’s Summit Group.
Theme 1 examines paraplanning’s future, focusing on confidence, generational gaps, and career opportunities....
The advice gap remains a significant, unsolved industry issue. Our research suggests the advice gap...
Explore common myths about paraplanning and discover how the role has evolved into a distinct,...
The advice gap remains a significant, unsolved industry issue. While cost is inevitably an issue...
Explore how paraplanners are redefining their profession in Scottish Widows’ survey. Discover insights on career...
