This week's Movers & Shakers

Author: IFAonline
IFAonline | 02 Sep 2011 | 14:44

Categories: Better Business

Topics: Movers & Shakers

keith-gilmour

Who moved where in another busy week in financial services?

Jelf Financial Planning has appointed Katrina Filer as operations director.

Keith Gilmour (pictured), the business development director at Sesame Bankhall Group, has left the company after less than a year in the role to pursue business opportunities elsewhere.

Meanwhile, the group has appointed David Kafetz as head of group sales, reporting to managing director for distribution Nick Kelly. He will be responsible for leading the sales team across Sesame and Bankhall and joins from Intrinsic Financial Services, where he was strategic recruitment director.

Alan Wardrop has stepped down from his position as finance director at Succession Advisory Services.

Richard Rhodes, currently chief operating officer of majority shareholder Spearpoint and previously CFO of Merill Lynch, is joining as commercial director.

Marianne Kafena will join Kleinwort Benson in November to take up the newly-created position of head of strategic wealth planning.

Nucleus has hired Richard Allen, formerly of Standard Life, as product manager. The wrap has also appointed Phillip Graham as operational support engineer, joining from online business directory Scotweb.

 

 

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