I work in the Technical Support Team, providing support to our Financial Consultants. My role entails working with them to produce financial reports for their clients, ensuring that we are helping them to achieve their financial objectives.
I have worked in financial services industry for around 20 years . During this time, I have gained experience in Employee Benefits, Annuities, Pensions and Protection. I joined Monahans Wealth Management in September 2017 as an administrator and gained experience in investments. I was given the opportunity last year to join the Technical Support Team as a trainee Technical Support Consultant. I am working towards my Diploma in Financial Planning
- Client Relations
- Supporting Adviser Funtions