I work in the Technical Support Department, providing support to our Financial Consultants. My role entails working with them to produce financial reports for their Clients, ensuring that we are helping our Clients to achieve their financial objectives.
I started off my career in Wealth Management four years ago as a Finance Apprentice at a FTSE 100 company looking after High Net Worth Clients. This allowed me to develop my product knowledge and understand the advice process.
Following on, I moved into a role training to be a Financial Consultant, during which I gained my diploma in Financial Planning. I also worked to provide admin support, looked after Client Contact and developed new client tools to ensure that we were enabling Clients to achieve their financial objectives.
Having joined MHA Monahans Wealth Management in October 2019, I am now aiming to achieve Chartered Status.
- Financial Education