This role involves handling portfolio valuations, fund switches, withdrawal requests, and addressing day-to-day client inquiries related to their existing policies. […]
Key Responsibilities: Client portfolio end-to end administration Annual portfolio reviews and valuations Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications.
This applies to pre & post retirement pension structures, protection benefits & investment portfolios Communicating with clients regarding their portfolios and new applications...