Business Submission – creating illustrations, submitting & writing business (i.e. Suitability letters, CFRs, updating Salesforce & iBusiness)
Producing personalised illustrations and up to date wealth accounts
Liaising with administration centres regarding client transactional fund information.
Client switches, surrenders, critical yield calculation, dealing with letters of authority and liaising with external providers.
Management of pipeline business.
Actioning meeting notes and keeping Client file up to date.
First point of contact for a high net-worth client base. Dealing with incoming enquiries and managing service level standards.
Diary management
General administration support, including diary management, appointment making, meeting and greeting clients.
Word and Excel is essential
Job Type: Permanent
Pay: £21,000.00-£22,000.00 per year
Work Location: In person