Investment Administrator Charities
My role is to assist the team in developing and maintaining client relationships, maintain client records and assist with regular and ad-hoc reporting to clients.
After completing work experience in 2014 and 2015, James joined Quilter Cheviot permanently in September 2016, working for William Reid, assisting in the running of portfolios for charities, individuals and trusts.
James Graduated from the University of Chichester with a BSc Hons in Sport & Exercise Science in 2016.
Outside of work, James is a keen golfer, cricketer and footballer.