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Client meeting preparation including issuing letters of authority and collating information for Financial Planners / Paraplanners
Preparing valuations and mailings
Assist in product research and information gathering
Obtaining illustrations from Assureweb and product providers
Processing new business applications, checking all compliance aspects and chasing them through to completion
Dealing with existing business queries
Producing client review packs for Financial Planners
Preparing and maintaining client files on I...
About the Role
We are currently recruiting for a highly regarded Financial Planning practice based in Poole who are looking for a Senior Administrator.
Job Purpose
The Senior Administrator will provide high quality administrative support to our Financial Planners to enable them to provide an outstanding service to their clients.
Principal Accountabilities
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