WREN STERLING EBT

Responsibility

• managing diary and workflow on a daily basis and ensuring all relevant deadlines are met
• updating our back office system with any relevant details
• liaising with clients to schedule in their annual review
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• liaising with product providers to obtain any outstanding information and obtaining illustrations
• checking client files using checklists to ensure regulatory compliance
• checking applications etc. for completeness, forwarding them to providers for processing
• helping other members of the team as required
• product research and analysis
• letters and general correspondence
• general administration, involving filing and scanning, and file set up
• as a Trainee Financial Services Administrator, you will be providing support to the Financial Planning team with their requirements, tracking all items sent to our providers and clients until job completion and ensuring compliance is upheld throughout