- Prepare for client meetings, new business, and client review packs.
- Assist with client portfolio valuation statements.
- Liaise with product providers, Advisors, Clients & 3rd party companies
- New business and post-completion administration.
- Compiling reports, sending & chasing application forms and booking client appointments.
- Keep the back-office system up to date and administer client tasks.
- Send off LOA’s and RFI to Providers.
- Management of the Advisors diaries.
For further details and to apply please contact Tegan at Dynamite Recruitment 02392455422