Brooke Jones
Investment Administrator
Birmingham
Role at Quilter Cheviot
My role at Quilter Cheviot is to provide team support and client administration. Main tasks include dealing with queries from clients and their intermediaries, maintaining suitability affirmations and preparing reports for client meetings.
I have over 10 years’ experience within the financial sector. Previous to Quilter Cheviot I worked at EFG Harris Allday in their back office, helping to implement new systems, maintaining databases, as well as making sure trades were entered correctly. I also had a short time working at Gemini Wealth Management as a trainee compliance officer.
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Explore more about Brooke
I have completed the Investment Administrator Qualification.
I love to travel, spend time with my young family and would love to one day learn a new language! I’m no pro but I also like to bake.