* New business submission and tracking to conclusion
* Day to day client management, processing any queries which may arise
* Processing investment trades, fund switches, and contribution/income requests
* Liaising with clients, product providers, and other relevant third parties
* Ensure the back office systems (intelligent Office and Volume) are kept up to date
* Issue letters of authority, chase for policy information, build schedules, and add existing policies to the back office systems
* Processing Adviser income via Intelligent Office
* Obtaining illustrations and supporting literature
* Supporting the Advisers in research and analysis to meet the Client needs and objectives
...