Hannah Long
Investment Administrator
Birmingham
What attracted you to a career in wealth management?
I began my journey in wealth management at Quilter Cheviot, joining in September 2017 supporting a team of investment managers. My role involves client administration and team support, ensuring that clients' needs are met promptly and efficiently.
How do you approach your role on a daily basis?
As an Investment Administrator, my responsibilities include addressing client queries, maintaining suitability affirmations, and preparing reports for client meetings. While my role may not be client-facing in the traditional sense, I play a vital part in ensuring that clients' administrative and reporting needs are met accurately and on time, contributing to a seamless experience for them.
What are your interests outside of work?
Outside of work, I enjoy various interests. I have a passion for travelling, exploring new places, and experiencing different cultures. Additionally, I find solace in baking, experimenting with new recipes, and sharing delicious treats with friends and family. These pursuits provide a delightful balance to my professional life.