Julie Marie Winterbone Cert Pfs
About Julie Marie Winterbone Cert Pfs
Julie Marie Winterbone is a Group Section Assistant at The Scouts in Reading, United Kingdom, where she has worked since 2009. She has a strong background in compliance and auditing, alongside extensive experience in client support roles.
Work at The Scouts
Julie Marie Winterbone has served as a Group Section Assistant at The Scouts since 2009. In this role, she has contributed to the organization for 15 years in Reading, United Kingdom. Her responsibilities include supporting group activities and ensuring the smooth operation of programs for youth participants.
Professional Experience
Julie has a diverse professional background with significant experience in compliance, auditing, and client support roles. She worked at Warranty Direct as a Compliance Analyst from 2009 to 2016, focusing on regulatory adherence. Following that, she served as an IFA Administrator and Specialist in Client Services at Beaufort Financial from 2016 to 2020. Currently, she holds the position of Associate Planner at Beaufort Financial, a role she has occupied since 2020.
Education and Qualifications
Julie studied at Kendrick Girls School in Reading. She is currently pursuing a Diploma level qualification to enhance her financial planning credentials. This ongoing education reflects her commitment to professional development in the financial services sector.
Background in Compliance and Auditing
Julie possesses a strong background in compliance and auditing, having worked in both provider and Independent Financial Advisor (IFA) practices. Her experience includes a seven-year tenure as a Compliance Analyst at Warranty Direct, where she ensured compliance with industry regulations. This expertise is complemented by her organizational skills and attention to detail.
Previous Roles in Financial Services
Before her current roles, Julie worked at Prudential Life Assurance as a Sales Support Executive for 18 years, from 1990 to 2008. This long tenure provided her with extensive knowledge of the financial services industry, contributing to her capabilities in client support and account management.