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Joshua Grice

Investment Administrator
Liverpool

Role at Quilter Cheviot

I joined Quilter Cheviot in May 2022. My primary role as an Investment Administrator is to provide a wide range of support to investment managers and our clients. I process new business, liaise with providers and financial planners, deal with bespoke queries and prepare portfolio reports. I maintain our systems and records, ensuring all are updated and maintained to a high standard.

I have over 2 years' industry experience as a Paraplanner Support within an IFA before joining Quilter Cheviot.

Contact information

The value of your investments and the income from them can fall and you may not recover what you invested.