Samantha Jones

What attracted you to a career in wealth management?

Having graduated from the University of Birmingham in 2015 with a degree in Psychology, I was attracted to a career in wealth management administration as the role combines working closely with people in a fast paced, detail driven environment. In my position as an Investment Administrator in the Birmingham office, I enjoy being a key point of contact for clients and intermediaries, helping to resolve portfolio queries and supporting Investment Managers on a day to day basis. Over the past seven years at Quilter Cheviot, I have developed a strong understanding of how effective administration and teamwork play a vital role in delivering a high standard of client service.

How do you work with / look after clients?

I approach my role with a strong focus on organisation, accuracy and delivering a high level of client service. Each day, I support clients and intermediaries with portfolio‑related queries and work closely with Investment Managers to ensure the smooth running of client accounts, taking pride in clear communication and a helpful, proactive approach.

What are your interests outside of work?

Outside of work, life mainly revolves around my young family and my one‑year‑old daughter (who keeps me very busy!). When I get a moment to relax, I enjoy reading, watching a bit of trash TV, and planning our next holiday. I also used to make pottery before family life took over and would love to get back to it one day.