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Rachel Bentley

Investment Administrator
Leicester

What attracted me to a career in wealth management?

My journey into wealth management began with a solid foundation in financial administration. I've accumulated valuable experience, having previously served as a Senior Administrator at Grant Thornton and later as an Operations Manager at Gibraltar Asset Management. These roles ignited my passion for the intricacies of financial management and the importance of fostering strong client relationships.


How do you approach your role on a daily basis?

I play a key role in supporting a team of investment managers, contributing to portfolio management, and maintaining client relationships. I've been doing this for a substantial amount of time. My approach is centred around providing impeccable client service. I believe in personalized investment solutions that align with each client's unique goals and expectations. Regular communication and close collaboration are key factors in successful financial solutions. My enthusiasm for client interaction drew me to this client-facing role.


What are my interests outside of work?

Beyond my professional commitments, I have a diverse range of interests. I enjoy travelling and exploring new destinations, which allows me to embrace different cultures and landscapes. Writing and photography are also hobbies that provide creative outlets. Additionally, I value maintaining a healthy lifestyle, which includes regular gym workouts. These activities help me strike a balance between my professional and personal interests.

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