Ethan Forrest

Client Liaison Administrator at St. James’s Place Wealth Management

Ethan Forrest, BA (Hons), ACMI, ACIPD, currently serves as a Client Liaison Administrator at St. James’s Place, where responsibilities include liaising with financial firms and building audit trails for weekly cases regarding alleged FCA guideline violations. Previously, Ethan worked as a Patient Administrator at Circle Health Group, managing reception duties and supporting patient interactions post-COVID-19. Experience also includes roles as a Student Ambassador and a Diversity, Equality, and Inclusion Intern at the University of Gloucestershire, where Ethan engaged with prospective students and managed projects for the Athena SWAN Award. Earlier positions included a Healthcare Assistant at Circle Health Group, a Supermarket Assistant at Waitrose & Partners, and an Information Advisor at Wren Kitchens, demonstrating a strong background in customer service and administration. Ethan holds a CMI Level 5 Diploma in Management and Leadership and a BA (Hons) in Business Management from the University of Gloucestershire.

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York, United Kingdom

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St. James’s Place Wealth Management

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Financial planning solutions from expert financial advisers. St. James's Place offers effective wealth management and financial planning advice to individuals, trustees and businesses. Find out more about investing with St. James’s Place.


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