Key Responsibilities
- Prepare and deliver annual review packs accurately and compliantly.
- Manage Letters of Authority (LOAs), liaising directly with providers.
- Handle new business submissions, process applications, and maintain audit trails.
- Proactively chase providers and third parties to keep cases on track.
- Carry out ad hoc administration as needed to support advisers.
- Record all actions in the CRM sy...
..... full job details .....
                                                
 £35,000
                                        £35,000
                                     £30,000
£30,000