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- Presentation and negotiations to individuals & Groups (Where necessary)
- Client visits when necessary
- Estate Planning – Estate Preserver – (Wills & Trusts)
- Preparation of new buy and sells and ensuring that Buy & Sells are reviewed annually
- Quotes, In-house Servicing, Upgrades -Downgrades if necessary and campaign follow through
- Client Authority letters to go out in advance of appointment/s.
- Drafting: FNA, ROA,FP, RAR & Investment Replacement Comparison
- Ensuring that all Compliance documentation is loaded on X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly
To apply immediately for this position click here: www.totalrecruitment.solutions/candidate_registration_1.aspx?JobID=73002&referrer=Unique
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