Job Description

Duties will include:

• Obtaining valuations
• Obtaining up-to-date fund factsheets
• Reviewing processes
• Sending relevant Letters of Authority
• Fund switch coordination
• Uploading documents and cases on to the back office system
• Fact Find processing
• Processing tax-free cash release cases, Investment withdrawals, Bond encashment
• Submitting pension transfer cases for pre-approval
• Helping with Suitability Reports
• New business quotes, illustrations and implementation
• Setting adviser fees, both initial and ongoing
• Taking phone calls and liaising with providers and clients
• Defaqto research
• Some mortgage business writing
• Life Cover business processing

Required Knowledge, Skills, and Abilities