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...