Job Description
Job DescriptionPresentation and negotiations to individuals & Groups (Where necessary)Client visits when necessaryEstate Planning – Estate Preserver – (Wills & Trusts)Preparation of new buy and sells and ensuring that Buy & Sells are reviewed annuallyQuotes, In-house Servicing, Upgrades -Downgrades if necessary and campaign follow throughClient Authority letters to go out in advance of appointment/s.Drafting: FNA, ROA,FP, RAR & Investment Replacement ComparisonEnsuring 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
Responsibilities + Skills
Education
MatricRelevant QualificationExperience as an Internal Life Advisor
Experience
