Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). […]
Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s). […]
Collate client information (data discovery and fact find) and prepare documentation for engagements between the Financial Planning Partner and client. […]
Submit intermediary appointment notes to relevant PPs and monitor to ensure successful client transfer to the license...