Joseph Stanton
Investment Administrator
Liverpool
What attracted you to a career in wealth management?
I ventured into wealth management after gaining valuable experience and skills in various roles. Starting as an Investment Administrator at Quilter Cheviot, my analytical abilities were honed, and I gained further expertise in investments. Prior to this I studied at Liverpool John Moores University, gaining a degree in International Business Management before moving on to complete a Master's degree in Investment and Finance. These experiences, combined with my growing interest in the financial world, gave me a foundation and prompted me to pursue a career in wealth management.
How do you approach your role on a daily basis?
As an Investment Administrator at Quilter Cheviot, I've been in my role for over a year. My focus is on ensuring that client portfolios are managed effectively and that their investments align with their objectives. I assist in maintaining investment records, providing analytical insights, and facilitating communication between clients and our team. This role is pivotal in helping clients achieve their financial goals, and my passion for assisting them drew me to this client-facing position.
What are your interests outside of work?
Beyond my professional commitments, my personal interests include supporting Liverpool Football Club.