Duties and Responsibilities:

• Send, chase and process letters of authority and plan information with providers
• Process new business, switches (on and off platform) and client withdrawals
• Liaise with product providers on behalf of clients, including certification of documents where required
• Collate and verify evidence of identity in line with compliance requirements
• Oversee the production and checking of bespoke quarterly client valuations
• Manage the annual review process, ensuring reviews are scheduled, completed on time and appropriately recorded
• Support the processing of client risk analyses
• Coordinate tax reporting information for clients and their accountants, including Capital Gains Tax reporting
• Manage threads and tasks within XPlan
• Handle invoicing and credit control and monitor fee collection
• Manage incoming and outgoing post, scanning and electronic filing
• Book meetings and organise meeting rooms
• Greet and welcome clients and visitors to the office
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