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- Liaise directly with client to book in annual review meetings with their Financial Advisor.
- Input, manage and block out Financial Advisors diaries.
- Send confirmation letters to clients
- Create and maintain accurate client files
- General office administration and coordination.
- Meet and greet clients into the office
- Previous Office based experience
- Competent communicator
- Organised
- Excellent Written and verbal communication skills
- Confident user of Microsoft Office
- Professional manner
