Provide support to the wealth manager in all investment related decision-making processes for clientsProduce investment reports for clients at regular frequencies that are predetermined based on agreed differentiated service levelsUpdate the Xplan database with current information for all investment/wealth clientsRegular update of client’s investment reports using approved information sources such as Micropal and MorningstarResponsible for various administration functions of the wealth client basePreparation and processing of all switch, withdrawal and change of income details of any wealth clientObtain and supply the financial advisor with all necessary forms and documentation required to pursue any administrative function that may have resulted from the investment analysis or after meeting with the client any ad hoc withdrawals/investments, switches etc.

Serving and new business quotationsPre-populating and submitting application formsFollowing up on medical requirementsUpdating policies and emailing clients policy schedulesData capturingCredit controlPre-populating all servicing formsProcessing of withdrawalsSwitching of funds for investmentsCancellation and re-instatement of policiesUpdating clients personal and banking/debit order details with the relevant life housesBeneficiary changes on policiesObtaining and emailing clients their tax certificatesDealing with client queries regarding life cover, preservations, retirement annuities and investments

Working through mail and filingTelecommunicationAssisting with client queries and complaints regarding policies, insurance and investmentsData capturingCredit control and tracking clients accountsServing quotations on policies, insurance and investmentsSubmitting applications and cancellations of policiesClient liaison

Sales of holiday and travel packagesMeeting sales targets as set out by managementHandling complicated itinerariesLiaising with travel agencies and other key partners regarding bookings and schedulesGeneral administrationData capturingAll aspects of client liaison including passport and insurance information etc.Handling client complaintsClient quotations, orders and payments