Job Description

Your role will be to provide administrative and compliance assistance to consultants, including research, reports, client liaison and correspondence.
You will be required to
New business processing
Prepare Valuations, quotations and illustrations
Preparation of client interview packs
Work alongside the consultants to give them the best possible administration support.
Produce draft recommendation reports to the highest possible standards
To ensure all communications with clients, including correspondence, meetings and telephone calls, are dealt with within the service standards

Required Knowledge, Skills, and Abilities