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Natasha Saville
Investment Administrator
Leeds
What attracted you to a career in wealth management?
After working in the equestrian industry, I started my career in financial services in 2014 working for a national insurance firm. I completed an NVQ level 2 and 3 in business administration during this time and then moved into wealth management in 2018 working for Quilter.
My first role at Quilter involved working with financial advisers ensuring clients received a high level of service. In 2021, I was given the opportunity to join the Quilter Cheviot investment team in Leeds as an investment administrator. Since then, I have completed further qualifications and now hold the CISI Investment Operations Certificate.
How do you approach your role on a daily basis?
In my role as an Investment Administrator, I work closely with a small team of Investment Managers to support with management of our clients’ long-term investment needs. As well as dealing with the administration of your portfolio, I am often the day-to-day point of contact for clients.
We take pride in the part we play in delivering for our clients and providing the highest standard of personal service.
What are your interests outside of work?
I remain a keen equestrian and usually spend my weekends outdoors with the horses. When I get the opportunity, I still try to compete in Dressage.
I enjoy the outdoors so when not riding a horse I like to walk in the countryside and spend time in the garden.