Gregory Hobson Email and Phone Number

Responsibilities include collecting commission fees, banking cheques, processing petty cash, recording company business figures, reconciling month-end accounts, sourcing management information data, and compiling Gabriel data.Other responsibilities include supporting a small team of advisers with average AUM per client ranging from £100,000 to £2 million, logging client fact finds, LOA's, client business agreements, attitude to risk documents, sourcing valuations, illustrations, KFDs and fund factsheets, case progression, and organising client files for adviser meetings