ADMINISTRATOR

Jen is part of our administration team, responsible for placing investment trades, preparing client investment reports and liaising closely with platforms on behalf of clients.

Jen has built a career in financial services spanning 20 years. She joined our administration team in 2018 having previously gained first-hand experience working on the client services team at an investment administration platform. Jen has also worked at Stroud & Swindon Building Society, now Coventry Building Society.​

Jen’s role includes handling account transfers, trading and preparing investment reports for clients.​

Jen balances work with an active life on the family farm in Gloucestershire, spending time with family, friends, dogs, sheep and ponies.​