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 worked for Independent Financial Advisers for over 17 years, joining Monahans Wealth Management in November 2017. During my career I have gained experience in Employee Benefits, Annuities, Protection and Client Relations.
I have attained Financial Planning Certificates 1,2 & 3 and the Group Risk 1 Certificate.
- Client Relations
- Supporting Adviser Funtions