Adil Sajjad
Investment Administrator
Manchester
Role at Quilter Cheviot
My role at Quilter Cheviot is to provide support to the Investment Managers to ensure our clients’ needs are addressed and exceeded, whether that is individuals, trusts, charities or pensions. My job varies on a daily basis and could involve organising transfers and payments, preparing account paperwork and correspondence as well as setting up client accounts. I also deal with any general queries from financial advisers or clients about the portfolios we manage on their behalf. My job also involves liaising with clients, intermediaries and Independent Financial Advisers. Overall, my primary objective is to assist with the day-to-day running of investment portfolios and ultimately ensure my managers’ clients receive a first-class service.
Since leaving college, Adil has varied experience within the financial services sector, including working for a bank, a pensions/insurance products provider and a financial solutions company.
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Explore more about Adil
Adil graduated from university in 2014 with a degree in Financial Services. The degree, while qualifying him to give financial advice, holds him in good stead to gain future qualifications in investment management.
In his spare time, Adil enjoys watching and playing sports and is a keen cricket player.