Client Relations & Operational Support
A brief introduction
I provide administration support to Andrew Hunt.
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 developing myself within the company.
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!