I assist in managing portfolios for a wide range of clients, including private clients and intermediaries' clients. I help to make sure that clients' portfolios are in-line with their long-term objectives and any unique needs of the client.

I am a Personal Assistant, supporting the team of Investment Directors and Managers in the Exeter office. As well as providing secretarial support, I help look after the clients and intermediaries whether it is over the phone or when they visit the office.

As a Wealth Administrator, I work closely with the South West regional Financial Planning Team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the client's Rathbones journey and beyond as their needs change. I am also here to help clients with any administration queries should they any need assistance.

I provide assistance to the Directors and Investment Managers of the Bournemouth office for a number of direct and Financial Adviser clients including Private Client, Trust and SIPP portfolios.

As a Trainee Investment Manager, I work closely with our Investment Managers to support them with day-to-day activities, such as portfolio management, preparation of investment reports and general client queries.

I provide administration assistance to the team and Investment Managers. We look after private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers to provide an efficient service.

As Office Support Lead, I lead the Investment Administration and Secretarial team. My role is to support the Investment Managers to enable them to provide a smooth client journey. I am also involved in the roll out of new processes to ensure we deliver our work efficiently.

I provide support to an experienced team of investment managers who focus on managing investment portfolios for private individuals, trusts, charities and pensions.

I support a team of experienced investment directors who manage assets on behalf of private individuals (both directly and through IFAs), as well as trusts and pension funds.

Before joining Rathbones as part of the combination with Investec Wealth & Investment (UK), I gained experience working in a client facing role at Hargreaves Lansdown. Prior to HL I was studying towards and attained an Honours degree in Economics from the Bristol Business School, The University of the West of England. Currently I am working towards the completion of the Chartered institute of Securities and Investments (CISI) Investment Advice Diploma, which will better allow me to support clients and colleagues.