My role involves a variation 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 15 years; having worked for several large companies in the asset management, banking, and IFA sector.
I joined Monahans Wealth Management in March 2014 and really enjoy the difference from my other roles within the industry, I continue to develop myself within the company.
- Client Relations and Supporting Adviser Functions