Reading, England, United Kingdom
* Maintain core systems ensuring that all tasks are carried out and completed in line with company policy * Prioritize workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards * Process all business in accordance with required process * Assess clients file documentation in accordance with compliance requirements * Be aware and act upon any compliance issues * Accurately record all client facing time * Coordinate billing of fees with wealth advisor for invoicing * Request policy information form product providers * Develop and maintain effective relationships with clients and colleagues * Arrange and prepare client meetings * Keep Advisor Office up to date on a client basis * Liase with private clients on a regular basis