Client Liaison Specialist
1 week ago
Job Description
- Provide administrative support to Advisors, including monitoring diaries, opportunities, queries, and requests.
- Process all sales-related paperwork from submission to completion and ongoing administration for investments, pensions, and protection departments.
- Maintain up-to-date awareness of company policies, practices, and procedures.
- Gather and obtain information for annual reviews.
Requirements
An individual with an interest in working within Wealth Management/Planning is essential. Commercial experience working in a similar role is preferred. We celebrate diversity and promote employee recognition and career development opportunities.
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