- Study support
- 23 days annual leave, rising to 28 after 2 years service
- Undertaking analysis and proposing solutions for individual clients.
- Compilation of research material for individual clients.
- Obtain illustrations/quotes for all new business, together with supporting literature.
- Liaison with clients, providers, and consultants to obtain required information.
- Problem solving on complex cases.
- Report writing, ensuring that all compliance matters are covered in the suitability report as per Paradigm/FCA guidelines.
- Handling on-going servicing queries on behalf of the advisers.
- Establishing and maintaining files and records and ensuring outstanding data requirements are followed up.
- Working alongside our advisers.
- Telephone answering as and when required.
- To meet and greet customers and insurance representatives as and when required.