- Provide Full Administrative support
- Assist the operations manager
- Submitting pension and investments to providers
- Being deputy operations manager in the absence of the operations manger
- Update clients progress
- Chase providers
- Chase client authorities with insurance companies
- Issue documents to clients
- Produce service reports for advisor’s client meetings
- Aiding the training of new team members of the pensions and investments admin team.
For more information, please apply now or contact Tegan Sillett at Dynamite Recruitment!