Luke Harris
Telephone Account Manager
London
What attracted you to a career in wealth management?
Like many people I fell into this industry. I initially joined the Quilter Cheviot marketing team on what was only meant to be a 3-day temping role. Somehow, 5 years later I am still here…
After over three years in marketing, I transitioned to the sales team, a switch that allowed me to support sales activities across various regions. My experience in both teams has given me a clear vision on how to best support financial advisers.
I completed my Diploma for Financial Advisers (DipFA) and the Certificate for Mortgage Advice and Practise (CeMAP).
How do you approach your role on a daily basis?
As a Telephone Account Manager, I enjoy the opportunity of working with a wide range of financial advisers and helping them meet their client’s goals. Primarily working with national IFA’s and appointed representatives of financial adviser Networks.
What are your interests outside of work?
Beyond work, I have a deep passion for football. Whether playing the sport or watching it, I find joy in the world of football and it helps me stay active and engaged.