Job Description
Duties:
- Conducting pre-underwriting enquiries
- Liaise with product providers and other relevant third parties via email and phone
- Input client data into the back-office system
- Gathering client information & administrative work to support the completion of client applications
- Support Advisers by dealing with client queries
- Providing regular updates to clients on the progress of their application
- Organise and help Advisers prepare for future planning meetings with the clients
- Manage the completion of client trust documentation
- General admin – booking meeting rooms, dealing with incoming and outgoing post
- Support the input of data into the CRM system as required.
Experience:
- 1 years’ experience working within financial services 2 years administration experience in a professional environment