Job Description

• The preparation of meeting packs, illustrations, valuations and notes.
• Processing fund switches, transfers, withdrawals, and money movements.
• Acting as a point of contact for client enquiries, handling requests and providing information.
• Liaising with third parties, processing new business, collating existing plan information, and requesting information.
• Prepare annual reviews letters.

• Maintain all client and company records, administration and documentation.
• Keep up to date with financial products and legislation,
• Comply with all company and industry guidelines, rules, and regulations.
• Assist in budgeting and forecasting processes

New Directions Holdings Ltd is acting as an Employment Agency in relation to this vacancy.

New Directions Commercial is acting as an Employment Agency in relation to this vacancy.