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Rosie Docker

Rosie Docker

Investment Administrator
Bristol
Bristol

About me

As an Investment Administrator I support the Investment Managers in the day-to-day management of portfolios. My role involves dealing with all administrative matters for clients, from account opening, to the daily maintenance and smooth running of client accounts, liaising with Investment Managers and IFA's on a daily basis to provide the highest level of service, allowing the Investment Managers to focus more on ensuring their clients have a seamless experience with Investec Wealth & Investment.

Background/Experience

I joined Investec in May 2023 and prior to this I worked for a busy facilities management company as a Payroll and Benefits Associate. I have also previously worked in an insurance company for over 3 years as a Recoveries Administrator.

My interests

I enjoy spending my free time with family & friends making memories, having a laugh & finding new good food spots.

I'm also an expert in...

Always managing to make my son laugh.

Countryside lane
Rosie Docker

Investec offer a genuine & bespoke service from start to finish. They encourage us to use our own skills to promote personal growth which provides a fulfilling & promising environment to work within.