Internal Life Advisor

Presentation and negotiations to individuals & Groups (Where necessary)
Client visits when necessary
Estate Planning Estate Preserver (Wills & Trusts)
Preparation of new buy and sells and ensuring that Buy & Sells are reviewed annually
Quotes, In-house Servicing, Upgrades -Downgrades if necessary and campaign follow through
Client Authority letters to go out in advance of appointment/s.
Drafting: FNA, ROA, FP, RAR & Investment Replacement Comparison
Ensuring that all Compliance documentation is loaded on X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly

Occupation:

Finance jobs

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