Insurance Administrator
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- Company Ultra Personnel - View more jobs
- LocationSomerset West
- Job TypePermanent
The Administrator takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office / head office […]
Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planner and client. […]
Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs […]
Arranging medicals for clients...
23 days ago from: jobplacements.com
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