Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial