My role
My role as Adviser support consists of contacting clients to book and rearrange their meetings with advisers and also preparing the key documentation and reports for said meetings.
My journey
During my gap year I took some work experience in the finance sector which inspired me to change my mind on which degree to take at university since I enjoyed it so much. I graduated from Reading University with a (BSc) degree in Economics and Finance. After really enjoying the degree, I then joined Digby Associates soon after graduating.
What I enjoy
The variation of the job from talking to providers and clients to producing reports for the advisers. Particularly, building a relationship with the clients I speak with.
Outside work
Outside of work I enjoy a wide range of sport but particularly football and I am a big Liverpool fan. I am also trying to pick up golf making use of my close friend who is becoming PGA certified to be a golf coach
What Digby Associates can help with
Find out more about our services.