Louise joined Nelsons in October 2020 and provides support to our specialist Investment Management team.
Areas of Expertise
- 20 years’ financial services administration experience
- Supports and assists our Investment Management team to enhance client experience and deliver operational excellence
- Undertakes all administration roles and duties
- Supports and liaises with our Independent Financial Advisers and Paraplanners to ensure a smooth delivery of service
- File preparation, incorporating client portfolio valuations