- Respond to Clients queries and ongoing business support
- Create Financial Reports & Submit Financial business on behalf of the Advisors
- Create Estate Planning recommendations on behalf of Advisors
- Deal directly with all Client calls and emails, updating clients on case progress.
- Chase through business & outstanding opportunities.
- Produce financial & legal paperwork relevant to the Client Case.
- Produce Client recommendation Reports based on Advisors instructions.
- Prepare files for meetings for clients & Advisors
To apply for this role or for any further details please contact Tegan Sillett on 02392455422