I work in the Technical Support Department, in our Trowbridge office.
A large part of my role is preparing, writing and compiling financial reports as well as undertaking research and investigations. I also manage the workflow of our team, assist with implementing business changes and undertake ongoing technical research.
I joined Monahans Wealth Management in 2003 as an administrative assistant; during my time with the company I have achieved both the Certificate and Diploma in Financial Planning with the Chartered Insurance Institute.
I was initially responsible for administration tasks, then moved into a PA role for two advisers. After gaining experience within the company, I moved into my current technical support role 5 years ago and now work closely with our Trowbridge based advisers.
- Financial Research
- Technical Summaries
- Co-ordinating Team Work Levels
- Updating Financial Data
- Financial Reports