Aidan Jarvis

Sales Support Administrator at Westminster Wealth Management

Aidan Jarvis is a Sales Support Administrator at Westminster Wealth Management, where responsibilities include processing and submitting new business within a 48-hour SLA and managing complex tasks. Aidan gained valuable experience as an intern at Define Wealth, focusing on administration and portfolio management, and completed a two-week internship at McLaren Capital, experiencing the operations of a wealth management organization. Previous experience includes serving as a Pension Administrator at Equiniti, where customer service and issue resolution were primary duties, and holding sales and intern positions at Mountain Warehouse, HUB Financial Solutions, and Aviva. Aidan holds a Bachelor's degree in Business Management and Entrepreneurship from Nottingham Business School and is currently pursuing an RQF level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute.

Links

Previous companies

Equiniti Limited logo
Aviva logo

Org chart