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 eating out, spending time with my friends & family and visiting new places.
I'm also an expert in...
Where to find the best cocktails in Exeter!