Provide administrative support to ensure efficient department operations, including managing schedules, handling correspondence, and organizing files and records.
Coordinate the signing and execution of corporate documents and liaise with the Company Secretary on company secretarial matters.
Review and process staff expense claims, ensuring accuracy and adherence to company policies.
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Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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