My role is to arrange for the opening and administration of client accounts. In addition, I provide assistance to clients and/or their financial advisers, by answering queries and providing general information concerning portfolios. I mainly support Graeme Lea (Head of Office) and Tim Horrocks, with their client base, whilst also assisting the whole team in Leicester, with tasks within the office.
From a background of internal sales and customer service, Emma joined Quilter Cheviot in 2008 and holds the Investment Operations Certificate.
Emma graduated with a BA (Hons) degree in Modern Languages and Literature from The Manchester Metropolitan University.
Outside of work, Emma enjoys Pilates, Zumba and Mountain Biking.