responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed role either directly online or by sending their application through to [Email Disabled] Kindly note, our our consultants receive more than 300 applications daily, it is not physically possible for us to regret
and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed role either directly online or by sending their application through to [Email Disabled] Kindly note, our our consultants receive more than 300 applications daily, it is not physically possible for us to regret within 5 - 10 working days, please consider your application unsuccessful this time around. We appreciate
work in a deadline driven environment. Suitable applications can be emailed to [Email Disabled] Note: only
functions Client Admin Support: Process client applications, including electronic document checking for