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- Process and submit new business to providers and ensure all paperwork is completed accurately
- Ensure client data is accurately maintained
- Prepare documentation for client meetings, including literature, illustrations and forms from providers. Pre-complete application forms and other documents for client signing or approval where necessary.
- Ensure client agreements, including fee schedules, are in place and signed, documented and saved so that all client records remain FCA compliant and up-to-date
- Schedule and manage follow up tasks relating to client meetings and business submissions.
- Produce client portfolio valuations and statements.
- Sound technical knowledge covering investments, pensions, protection for High Net Worth Individuals, Trusts and Corporates including the underwriting process
- Ideally, experience using Intelligent Office (back office system)
- Understanding of the FCA rules and regulations
- Competent with Microsoft package, general IT Skills
- Excellent written and verbal communication skills
