Job Information

Duties will include but are not limited to:

•       Processing and monitoring of new business applications
•       Maintaining and updating client management systems
•       Supporting clients, Financial Planners, 3rd parties and all work colleagues
•       Processing letters of authority, surrender/encashment requests and general client queries
•       General office duties and telephone calls into the office
•       Collating and preparing annual valuations
•       Dealing with client review documentation

Hours of work, 9am to 5pm Monday to Friday.

For further information on this role please submit your CV or contact Duncan McIlroy to discuss.