- Process Client fund switches
- Monitor the client processing, adding new cases and closing them out once they have been completed.
- Create letters of authority
- Call providers for updated product and policy details
- Generate portfolio valuations
- Complete application/proposal forms.
- Answer the telephone and act as a point of contact
- Submit new business applications
This role is offered with fully funded exams and training towards these! This is a long-term role with plenty of opportunities internally with paraplanning and advising progression routes. Free on site parking.
For further details, please contact Tegan Sillett at Dynamite recruitment