Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
My role is to support our team of Investment Managers and deal with all administrative matters for clients from account opening, the day-to-day maintenance and the smooth running of client accounts. I liaise directly with clients, financial advisers and product providers on a daily basis to support with any administrative requirements.
Background/Experience
I joined Investec Wealth & Investment in August 2021 as an Investment Administrator. Previously I worked as a Receptionist at a local Solicitor's firm for 3 years after finishing my A-Levels.
My interests
In my spare time I enjoy visiting new places and spending time with my family & friends.
I'm also an expert in...
Where to find the best cocktails in Exeter!
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.