Presentations & spreadsheets Preparation of appointment files Flight Bookings and travel arrangements payments for group schemes Ensure annual review appointments booked timeously and that the file is updated Advisor for overview and signature Draft After Appointment emails for adviser to approve Ensure returned
Presentations & spreadsheets Preparation of appointment files Flight Bookings and travel arrangements payments for group schemes Ensure annual review appointments booked timeously and that the file is updated Advisor for overview and signature Draft After Appointment emails for adviser to approve Ensure returned