Business Development Support
Kate works in the Operations Team and helps support the business in many areas, including adviser requests and queries, portfolio building and new business applications.
Prior to joining IBOSS Kate worked for a well-known wealth management company as a Client Services Manager, handling client queries, report writing and assisting advisers.
Outside of work Kate spends lots of time walking her tear-away dogs Meg and Martha, tending to her allotment, as well as enjoying a few lengths at the local swimming pool.
Office drink: Peppermint Tea
Weekend drink: Rhubarb gin and ginger ale