Waijon Chan
Manager, Customer Success (wealthlink) at intelliflo | Greater Leeds Area, United Kingdom
Waijon Chan’s Email & Phone Number
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Manager, Customer Success (wealthlink) at intelliflo in November 2024 - Present
Senior Customer Relationship Manager at intelliflo in December 2022 - December 2024
Customer Relationship Manager at Intelliflo Ltd in March 2019 - December 2022
Business Development Manager at CoInvestor in August 2018 - January 2019
Business Development Manager at LifeQuote Portal in April 2017 - July 2018
Development Manager at Verbatim Asset Management in September 2016 - April 2017
Regional Director at Retiring IFA Sellers in November 2015 - September 2016
Telephone Account Manager at Partnership in February 2014 - November 2015
Sales & Campaign Manager at Partnership in January 2012 - February 2014
Financial services officer at HSBC Commercial Banking in August 2011 - December 2011
Trainee Paraplanner at St. James’s Place Wealth Management in September 2009 - September 2011
Canterbury Christ Church University, Business studies, June 2026
Dulwich College
intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency. Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, we’re widening access to advice and powering the future of financial planning.
Discover more about intelliflo
Dip FA – CeMAP – CeRER
Senior Customer Relationship Manager at intelliflo
(November 2025 – Present)
Manager, customer experience - at intelliflo
Manager, Customer Experience – intelliflo Ltd at intelliflo
(August 2024 – Present)
Customer Support Manager at intelliflo
Customer Support Manager at intelliflo
(January 2024 – Present)
HR Head India l Human Resources Business Partner
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CEO at intelliflo
CEO at intelliflo
(Sep 2019 – Present)
Advance Software Engineer @ Intelliflo | SDE | ReactJS | .NET | Python
Advance Software Engineer at intelliflo
(May 2025 – Present)
What is Wai-jon Chan email address?
Email Wai-jon Chan at [email protected] and [email protected]. This email is the most updated Wai-jon Chan's email found in 2026.
How to contact Wai-jon Chan?
To contact Wai-jon Chan send an email to [email protected] or [email protected]. (updated on April 28, 2026)
What company does Waijon Chan work for?
Waijon Chan works for intelliflo.
What is Waijon Chan's role at intelliflo?
Waijon Chan is Manager, Customer Success (wealthlink)
What industry does Waijon Chan work in?
Waijon Chan works in the Information Technology & Services industry.
