My role involves a wide variety of administrative tasks as well as processing new business and tracking right through to completion.
I also deal with the day to day office tasks; to include post, client database maintenance, and queries from clients, providers or other business areas.
I have gained a lot of experience within the Financial Services industry over the last 25 years; working in Banking and the IFA sector, mostly administration within Client Services.
I have worked for Independent Financial Advisers for 5 years, joining MHA Monahans Wealth Management in May 2019.
- Client Relations
- Assisting Adviser functions