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High Wycombe

    IFA Admin - High Wycombe, Buckinghamshire, United Kingdom - Nelson Scott

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    Description
    New business submission and tracking to conclusionDay to day client management, processing any queries which may ariseProcessing investment trades, fund switches, and contribution/income requestsLiaising with clients, product providers, and other relevant third partiesEnsure the back office systems (intelligent Office and Volume) are kept up to dateIssue letters of authority, chase for policy information, build schedules, and add existing policies to the back office systemsProcessing Adviser income via Intelligent OfficeObtaining illustrations and supporting literatureSupporting the Advisers in research and analysis to meet the Client needs and objectives

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