Client Administration Team leader
Before joining Casterbridge Wealth in January 2020 Ella worked for Rowanmoor Executive Pensions in the SSAS (small-self-administered scheme) department as a Client Portfolio Administrator.
At Casterbridge Wealth she works in client management alongside Stacey Metcalf and Lisa Cox, managing the day-to-day administration of portfolios, liaising with the IFAs (Independent Financial Advisers) providers and clients directly to ensure their smooth running. She enjoys working with the team at Casterbridge, working with the advisers and the different administration departments and is currently working towards completing her Investment operations Certificate (IOC.)
Ella has recently been promoted to Client Administration Team leader and as well as her investment administration role will be taking responsibility for the efficient and effective running of all client administration. Setting strategy and monitoring progress as well as leading administration projects and making informed decisions in the absence of Lisa Cox, our Head of Operations.
Ella likes the variety her job brings and the fact that no two days are the same and looks forward to embracing the challenges of her new role.
When she’s not working Ella enjoys cooking and spending time with her family, she’s also looking forward to being able to start planning her next holiday (Covid permitting of course!)