Katie Giles is a financial professional with a diverse background in the financial services industry. Currently serving as a Financial Planning Assistant and formerly as a Client Services Executive at Rathbones Group Plc since May 2021, Katie has also gained experience as a Trainee Financial Adviser at Oakfield Financial Services from February 2018 to May 2021. Prior to that, Katie worked as a Talent Resourcer at Antony George Recruitment Limited, specializing in sourcing financial advisers and planners. Additionally, Katie's experience includes working as a Collector at First Data Corporation, where engagement with customers in a call center environment was key. Educational background includes attendance at Beauchamps from 2010 to 2015.
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