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June Streeton

Investment Administrator
London

What attracted you to a career in wealth management?

With eight years of experience as a Team Secretary at Quilter Cheviot, and with over 15 years' total experience in the financial industry, my journey into wealth management was grounded in an office and administrative background. Although my path may differ from traditional wealth management roles, I take pride in delivering exceptional support and organization. This is reflected in the recommendations I've received at my current workplace, which have fuelled my commitment to the financial industry.

How do you approach your role on a daily basis?

My role entails ensuring smooth operations and client interactions. While I may not directly manage investments, I understand the importance of efficiency and client satisfaction. My experience in supporting wealth managers has given me insight into the critical role that administrative professionals play in delivering a seamless client experience. I'm dedicated to maintaining strong client relationships and providing the necessary foundation for their financial success.

What are your interests outside of work?

Outside of work, I relish socializing with family and friends, fostering meaningful connections. I also maintain a commitment to personal well-being by participating in swimming and fitness classes.

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