Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that reviews Checking of all deal packs and will applications to ensure that they are completed correctly
servicing of all our existing private clients that form part of the Wealth Team's allocated client book of all deal packs, cover schedules and will applications, submitted by Wealth Specialists are completed
servicing of all our existing private clients that form part of the Wealth Team's allocated client book of all deal packs, cover schedules and will applications, submitted by Wealth Specialists are completed
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that reviews Checking of all deal packs and will applications to ensure that they are completed correctly