The role will involve processing new business for HNW Wealth Planning Client and ensuring that all policy documents and client information is uploaded onto the bespoke systems. In addition, the candidate will support the parpalanners and directors in carrying out day to day duties, liaising with clients and carrying out any policy paperwork which may be required.
To be considered you must be able to demonstrate the following:-
- Exposure within an IFA Administration Role
- Previously used 1st Software or Adviser Office Systems
- Processing new business for HNW Wealth Planning clients
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