WEALTH at work
Kate McElhinney is an experienced financial professional currently serving as an Investment Operations Senior at WEALTH at work since February 2023, previously holding the position of Investment Operations Administrator. Prior to this role, Kate worked as a Customer Service Agent at Concentrix from June 2019 to November 2022, supporting a prominent client. Additionally, Kate gained analytical experience as an Industrials Sector Analyst for the Queen's Student Managed Fund from September 2021 to June 2022. Educational credentials include a Master of Science in Finance from Queen's University Belfast, completed in December 2022, and a Bachelor of Science in Mathematics from the same institution, completed in June 2021.
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WEALTH at work
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WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.