Client Reviews Administration
Achieve a comprehensive understanding of the Client Reviews process and assist to develop where necessary.
Review Pack Preparation
Contact providers and gather appropriate information required for policies held.
Download or request transaction histories for previous 12 months.
Know how to navigate and update all relevant fields on back office system for each policy and update comments in correct format.
Merge valuation document, edit to correct formatting and print.
Compile review pack including valuation document, compliance documents and any additional valuation reports and provide to Paraplanners and/or Advisers.
Attach all documents to back office system correctly.
Checking validity of internal documents and know the validity time frames
Update compliance checklist, know where to find new documents needed and provide both with the review pack
Attach checklist to back office system
Updating Back-Office System
Update and complete review task.
Link relevant benchmarks.
Set next review date.
Additional Responsibilities for Both Areas:-
Accurately record all time charges.
Mentor members of the team that are part of Graduate program
Any other reasonable task that may be asked of you.