Wealth Support Administrator
Dean joined MHA Tait Walker Wealth Management in June 2017 as an administrator, and continued in this role for two years. Starting off with mainly keeping back office systems up-to-date and dealing with day-to-day department correspondence, Dean gradually transitioned into processing business with insurance/savings providers for clients. Whilst in this role, he gained his Diploma in Regulated Financial Planning in May 2019 and is now going onto further exams to eventually gain Chartered status. Upon receiving his Diploma, Dean has now taken up a new role as Wealth Support Executive.