Meyer Scott Ref: VR/03219
Our client look after every aspect of your financial affairs. Their product range includes Cash Savings, Investments, Pensions, and insurance,... Occupation Pension Schemes, Estate & Inheritance Tax Planning, and Mortgages etc.
There are looking for administrator able to offer clerical support to their Fund Managers, Financial Advisors and other key personnel.
Duties will include:
• Processing Applications for both Individual and Group Life, Pension and Investment contracts. Offer support to Advisers and Directors as required.
• Client liaison via telephone, email and letter, various other adhoc admin duties.
• Liaising with Insurance companies to obtain Quotes, request client specific information and valuations...