Kathy McMullan

Office Administrator

In  her role as Office Administrator, Kathy supports the financial planners to meet client needs and objectives as well as leading the day-to-day management of the paraplanners and client managers.

Her main responsibilities include:
* Overseeing compliance functions
* HR functions including recruitment and career development
* IT management, development and training
* Writing and developing processes for the protection, investment and mortgage teams
* Preparing FCA reports
* Preparing management information
* Day-to-day finance, banking and administration

She consistently reviews the business's future vision, strategy and key objectives whilst building excellent working relationships across all areas of the business to achieve shared goals.


kathy headshot.jpg

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Get In Touch

Studio 3, Strand Studios,
150 Holywood Road, Belfast BT4 1NY

TEL +44 2896 206850
EMAIL hello@rmcapitalwealth.co.uk

Level 1, 1205 Hay Street
West Perth WA 6005

TEL +61 8 6380 9200
EMAIL wealth@rmcapital.com.au

Email communications are not secure and for this reason RM Capital Wealth Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent. The guidance provided within this website is subject to the UK regulatory regime. RM Capital Wealth Ltd is registered in Northern Ireland, Number NI652380. Registered Office: Studio 3, Strand Studios, 150 Holywood Road, Belfast BT4 1NY, United Kingdom. RM Capital Wealth Ltd is an appointed representative of Navigate Independent Financial Advisors LLP, which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to assist with individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk