Ruth Baker Email & Phone Number

Oxfordshire

Managing and developing client relationshipGathering information and researching existing portfoliosAttending client meetings and taking minutesResearching products including Wrap, pensions, investments and BR productsPreparing planning reports including second-opinion service, regular progress reviews and investmentLiaising with external paraplanning.

Registered charity helping families provide the best start in life for babies and childrenActing as Company SecretaryProject managing Training for Trainers schemes and liaising with national trainers and traineesSupervising admin team and managing post-training admin systemImplementing and maintaining filing and archive systemPA responsibilities

New business processing and case management (mortgages, investments, pensions and life cover)Sourcing quotes and illustrations (life/mortgage cover, investment bonds)Preparing work-in-progress reports to the MD for all consultantsTraining new admin staff on financial services and administration systemsMaintaining client database systemPreparing and.

Training new admin staff on general financial services and administration systemsSupporting the Compliance Officer and Money Laundering Officer, and co-ordinating with outsourced compliance servicesProject managing client seminars, including managing the budgetPresenting a new investment fund to potential and existing clients, including preparing and.