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.
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.
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.