About the Role
Purpose of the RolePrepare and deliver client reports and annual reviews to the highest professional standards. Action requests from Advisors promptly and accurately. Gather, record, and maintain client data using Intelligent Office. Provide relevant information to support annual review processes. Communicate effectively with clients and third parties, both in person and remotely. Collaborate closely with administrative support to ensure seamless service delivery. Manage and prioritise personal workflow to meet deadlines and service standards. Develop, document, and maintain processes related to technical support. Conduct product research to support financial planning recommen...
To provide comprehensive technical support to Financial Planning Advisors, contributing to the delivery of high-quality client service and helping to build and maintain strong client relationships.
Key ResponsibilitiesReady to Apply?
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