Natalie Calder

Client Service Administrator

Division: Wealth

Profile

Experience

• Raven: Client Service Administrator – 2024 – Present
• Catalyst Financial Planning: Client Services Administration – 2021-2024
• St. James’s Place: Practice Manager – 2009-2020

Profile

Natalie has over 14 years’ experience working within the Wealth Management industry, with roles ranging from administrator to office manager. Natalie’s current role involves building and retaining strong relationships with both new and existing clients. Natalie also assists with the coordination of the daily operations and provides administrative support to the office. From spending all her working life within financial services, Natalie has a vast knowledge in investments, pensions and protection, along with the first-class administration skills. Qualifications

• St. James’s Place – Accredited Practice Manager Programme
• Chartered Insurance Institute – Financial Services, Regulation and Ethics (R01)
• Robert Gordons University, Aberdeen – B.Sc. (Hons) Biology with Molecular Biosciences

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