I support the business development director in our Bournemouth office. My responsibilities include organising in-house meetings, roadshows, investment dinners and hospitality events, as well as dealing with requests and queries from professional advisers. I also provide general support to the investment managers.
I started my financial services career at Abbey Life in 1994, where I worked in the PEPs & Unit Trust department. As a senior clerk, I dealt with many areas, including administration, complaints handling, training and checking. In 1997, I moved to Christows, which subsequently become Williams de Broë (now Investec Wealth & Investment). Since joining, I’ve held roles in administration, training, project management and broker support.