••
Key Responsibilities & Day-to-day work tasks:
Annual Planning Meetings:
o Send out update packs.
o Preparation for meeting.
o Taking the notes post meeting.
o Preparing the Financial Plan.
o Overseeing agreed follow ups.
Group Scheme Renewals:
o Overseeing the quotes when Group Schemes renew.
o Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter.
Trust Forms:
o Prepopulating and sending out Trust forms.
o Co-ordination with providers to ensure the Trust forms are logged correctly.
Estate Planning Liaison:
o Organising the quarterly ‘Estate Planning Days’ for clients.
o Overseeing the follow ups.
Protection Applications:
o Obtaining quotes for client meetings.
o Running through online applications with clients.
· Quality of Documentation:
o Providing backup for CFR, Suitability Letters and advice sets.
o Point of sale packs.
Office:
o Overseeing LOAs with PlusGroup.
o Answering the phone.
o Scanning and distribution of post.
o Welcome Screen.
o Help to Meet & Greet Clients/Drinks.
o Anything else required.
o Completion of regulatory training.
o Completion of timesheet.
Annual Planning Meetings:
o Send out update packs.
o Preparation for meeting.
o Taking the notes post meeting.
o Preparing the Financial Plan.
o Overseeing agreed follow ups.
Group Scheme Renewals:
o Overseeing the quotes when Group Schemes renew.
o Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter.
Trust Forms:
o Prepopulating and sending out Trust forms.
o Co-ordination with providers to ensure the Trust forms are logged correctly.
Estate Planning Liaison:
o Organising the quarterly ‘Estate Planning Days’ for clients.
o Overseeing the follow ups.
Protection Applications:
o Obtaining quotes for client meetings.
o Running through online applications with clients.
· Quality of Documentation:
o Providing backup for CFR, Suitability Letters and advice sets.
o Point of sale packs.
Office:
o Overseeing LOAs with PlusGroup.
o Answering the phone.
o Scanning and distribution of post.
o Welcome Screen.
o Help to Meet & Greet Clients/Drinks.
o Anything else required.
o Completion of regulatory training.
o Completion of timesheet.
- Experience
- Required
- Languages
- English – Expert
- Employment
- Full-time
Alton Road, RG29 1FD, South Warnborough
AdministratorSouth Warnborough
Financial Services • 1-10 Employees
Hiring with us since March, 2024
Buckle & Partners are a family run business with over 100 years' experience in financial planning, spanning three generations and multiple entities. We call what we do for our clients, Happiness Management. Why? Because a great life is abou
Sarah BuckleActive 23 days ago