Job Description

Main Duties:

• Booking meetings with clients
• Create and maintain client files on Intelligent Office.
• Checking completeness of documents received
• Scanning documents to Intelligent Office Requesting quotes / comparisons as requested by advisers
• Retrieving policy information from providers via phone, letter or websites.
• Assisting paraplanner/adviser to gather information to research solution/conduct client meetings
• Issuing documentation to clients
• Submitting new business & recording on Intelligent Office
• Chasing business completion
• Compiling invoices.
• Running Management Information reports on Intelligent Office
• Reconciling income and chasing payments
• Deal with telephone / email enquiries from clients & product providers.
• Create financial reports from Intelligent Office
• General office duties including filing, scanning, photocopying and binding

Required Knowledge, Skills, and Abilities

Good written and oral communication skills. Good methodical and organizational skills. Computer literacy and good typing skills. Accurate with good attention to detail. Basic knowledge of/interest in the financial services sector.  Knowledge of the following software packages and research tools: Intelliflo, Microsoft (Outlook, Word and Excel).