Administrator / Charity Committee Chairwoman
- Producing clients’ valuation reports
- Processing transactions for new monies and the rebalancing of existing portfolios
- Support to all the advisers by preparing letters, updating mind maps and cash flow models, running risk profiles and obtaining information from providers, all of which assist with the preparation of recommendation.
- Processing all new business applications and transfers between different accounts
- Administering all group scheme renewals and comparing quotes to get the best cover
- Set up a charity committee for the company and organised volunteering work