• Provide “Pre Sales” administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies, obtaining quotes, as requested.
• Provide up to date Valuations to Paraplanner/Advisers in respect of existing clients prior to meeting with client using back office software.
• Provide any relevant support information regarding existing clients to Adviser prior to meeting with client.
• Ensure back office software is kept up to date
• Maintain and update email list used by Head Office to issue Newsletters.
• General client account maintenance
• Filing and other ad-hoc administrative duties as and when required.
• To answer telephone and deal with initial telephone enquiries.
• To answer intercom to meet and greet visitors.
• To provide administration services to Advisers and their team as required
• Managing Adviser diaries, work logs and meetings.
• Maintain and develop their personal knowledge and qualifications to improve their ability to support both colleagues and clients. Participate in appropriate company and departmental training, competence and development initiatives.

Please refer the Job description for details