- Cheltenham Office
Can you describe your current role and responsibilities?
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.
What has been your journey so far?
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 do you enjoy most about working in your field?
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.
What’s a fun fact about you or an interesting hobby you enjoy?
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
