My role at Quilter Cheviot is to provide support to both the Investment Managers in my office but also to the clients that they manage. I will provide them with information and assist them with any queries that they may have and therefore, by working closely with our business development managers and investment managers I make sure intermediaries and ultimately their clients receive a first-class service. Overall, I am responsible for assisting the investment managers with the administration of portfolios on behalf of private clients, trusts, charities, and pensions.
After joining in September 2015 Jack was part of the Company’s apprenticeship scheme and since then has finished completing his level 3 NVQ in Business Administration.
Outside of work, Jack’s interests include: Music, Cinema and building computers.