Robert Thompson Email and Phone Number

Managing Business Managing Financial advisors & Back office staffActively-manage clients financial portfoliosDirect marketing of insurance products to clients.Doing financial needs analyses for my clients Investment planningAll admin regarding my clients Capturing of new contracts and calling of outstanding requirements.Do market research to find gaps in client’s portfolios.Running my own business and do my own business planning. Business insurance for business people.Estate planning for clients.Managing staff - discussing targets, palnning etc.

Contact with BrokersEnsure that everything regarding Liberty is fine. All admin regarding brokers (surrendering of policies, address changes, enquiries etc.)Capturing of new contracts and calling of outstanding requirements. Informing brokers about new and existing products.Marketing of all Liberty’s products.

Contact with Credit managers to book ratesinsure that products reach clients in timeHelp with queriesCapturing of products like drafts etc.General administrationHelping clients and other bankers to get best ratesSending messages to foreign to honor large payments

Preparation of Stats Client contact – Phone Negotiations repayment proposals Preparation of Call-up facilities Preparation of files for Legal Dept. Communication to clients (writing letters – call up, sureties, surrender policies and other securities) Input data ( holds, limits etc) General Administration Letters – Microsoft word/excel

Enquiry clerkAdministration – WasteGeneral Banking – Savings/Investments/Opening accountsTeller (Teller 1)