As an Investment Administrator, I support the Investment Managers who focus on managing investment portfolios for private clients, charities, pensions and trusts with general admin tasks. This takes pressure off of them and allows them to focus more on ensuring their clients have a seamless experience with Investec Wealth & Investment. I deal with all aspects of administration and enjoy liaising with Investment Managers and IFA's on a daily basis to assist in providing the highest level of service.
I joined Investec in April 2023 and prior to this I worked for a busy execution only financial firm for nearly 4 years as an Investment Helpdesk Consultant.
In my free time I enjoy walking my dog at Ashton Court or Leigh Woods, or curling up with a good romance novel. Which one I prefer depends on the weather!
I'm also an expert in...
Finding the muddiest & wettest places to walk my dog at the expense of most of my walking shoes.
Investec welcomes all colleagues to openly discuss our thoughts and ideas as well as allowing us to implement any changes through and through. This makes for a very open, honest and exciting working environment.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.