Rachael Jarvis

Rachael Jarvis has a Master's Degree in Wealth Management from The Chartered Institute for Securities & Investment. Rachael has held various roles such as Team Manager, Lead Client Documentation Specialist, Project Assistant, Team Secretary, and Compliance Administrator in companies like Cazenove Capital, Express Newspapers, and Synarbor. Rachael's experience includes responsibilities such as client onboarding, diary management, liaising with clients and advisors, processing expenses, arranging interviews, and managing bid activities. Rachael is skilled in areas such as payments, portfolio management, stock transfers, and general day-to-day administration tasks.