Client Relations & Operational Support
A brief introduction
I provide administration support for Bob Luckett.
I also assist with the day to day running of the office and everything that might entail including post, procedures, training, meeting client’s that visit the office, and speaking to clients and product providers on the telephone.
I ensure all our back office information is completely up to date and track through all new business from start to finish for our clients.
I have worked in the Financial Services industry for 17 years and have spent the last 4 years working with Monahans.
While the freeing up of the rules around pensions is to be welcomed, it does mean that the choices to be made have become much more complex. We felt that the advice given provided solid guidance through this potential minefield!