- The preparation of meeting packs, illustrations, valuations and notes.
- Processing fund switches, transfers, withdrawals, and money movements.
- Acting as a point of contact for client enquiries, handling requests and providing information.
- Liaising with third parties, processing new business, collating existing plan information, and requesting information.
- Prepare annual reviews letters.
- Maintain all client and company records, administration and documentation.
- Keep up to date with financial products and legislation,
- Comply with all company and industry guidelines, rules, and regulations.
- Assist in budgeting and forecasting processes
New Directions Holdings Ltd is acting as an Employment Agency in relation to this vacancy.