Role: Client Support Assistant
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Busy father of twins, runner, sports fan and Client Support Assistant at Magus.

Andrew has worked in the financial services profession for 8 years in client service, quality assurance and supervisory roles across a range of products including savings, retirement, bonds and general investments.

Prior to joining Magus, Andrew worked for a SIPP provider in investment operations, preparing and submitting trades to investment companies and platforms for accounts held in trust.

He’s also completed all modules of the ‘Investment Operations Certificate’ and 2 of 3 modules for the Level 4 investment advice diploma through the Chartered Institute for Securities and Investments.

Andrew enjoys getting to grips with new processes and procedures and where possible, identifying efficiencies and improvements. He thrives in a collaborative environment and sharing of knowledge and expertise, and this was one of the pivotal factors in his decision to join Magus.

“From having the opportunity to come and sit with various people here following my interview, I knew that this was a team I wanted to be a part of. Since joining I have seen just how open and supportive everyone is of one another - the relationships that the team have with their clients is way beyond that of any team I’ve ever worked with.”

Married with twin girls, Andrew doesn’t have much spare time, but when he does, he enjoys running and playing various musical instruments (not at the same time!) and keenly follows sports - his favourites being football and tennis. He really enjoys travelling, in particular to the best the UK has to offer in Cornwall, Inverness and Snowdon.