Key responsibilities include:
- Preparing meeting support packs for each adviser/client meeting
- Preparing valuation reports
- Maintaining the client data base through input of all client data into back-office system
- Dealing with all incoming and outgoing post, and standard correspondence
- Answering telephone calls, taking messages and dealing with them accordingly
- Scanning of all paperwork and file accordingly
- Liaising with clients and external providers to obtain any information required to complete tasks
- Stationery – maintain a supply of regularly used application forms,
- key features and brochures within the office, ensuring these are up to date
- Support the New Business process where needed in a compliant and professional manner either manually or online
- Attending agreed training in office and offsite
