Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.To support the Practice when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports.
To lead and oversee administrative support to the Partner Practice to ensure that the relationships between the Practice and clients can be optimised.
Key duties and responsibilities
Oversee the administration team and provide regular updates to key stakeholders within the business.