Back to search
- Exam support and guidance
- Future development into Paraplanner
- Establish firm
- Arranging agency servicing transfers and ensuring plan information is accurate and up to date
- Keeping up to date with IT and back-office systems changes to ensure efficiency and accuracy
- Preparing files for review meetings (both annual, half yearly and ad-hoc), writing agendas and ensuring post meeting actions are processed within service level agreements
- Diary and task management of client work
- Processing and submitting new business
- Processing and submitting changes to existing plans, investments, and policies.
- Producing plan, policy, fund information
- Ensuring the client file meets auditing expectations
- Annual re-assessments of suitability
- Annual drawdown re-assessment
- Processing changes to client details and liaising with 3rd parties to ensure changes are accurately completed
- Client communication (letter, email, telephone, and face to face)
- Assisting with implementing and improving administrative processes
- Ensuring new client signs up are processed timely and accurately and the file is compliant, with the required servicing and fee schedule adhered to
- Preparing and dispatching client valuation reports
- Providing technical support to the Advisers and other team members
- Answering technical client queries
- Other ad hoc duties as required.
