Jonathan Marshall

Sales Support at Quilter Cheviot

South Benfleet, England, United Kingdom

About

Experience

  • Quilter Cheviot (Hybrid)
    • Sales Support
      Nov 2024 - Present · 1 yr 8 mos

    • Third Party Platform Co-ordinator
      Feb 2023 - Nov 2024 · 1 yr 10 mos

  • Transact (Full-time · 5 yrs 1 mo)
    • Client Onboarding Specialist
      Jan 2022 - Jan 2023 · 1 yr 1 mo

    • Client Services Manager
      Jan 2018 - Jan 2022 · 4 yrs 1 mo

      I worked as a Client Services Manager at Transact. I helped financial advisers with the administration of their clients portfolios, working to daily timeframes effectively.

  • Pensions and Life Policies Administrator at HCL Financial Services
    Feb 2017 - Dec 2017 · 11 mos

  • Unit Trust and ISA Administrator at International Financial Data Services (IFDS)
    Jul 2014 - Feb 2017 · 2 yrs 8 mos

    I started an apprenticeship at 17 as a administrator for St James Place at IFDS. I stayed there for 2 and half years gaining knowledge of finance administration.