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• Overseeing the quarterly review process for all existing clients • Working to a strict deadline and ensuring my junior team member hits their deadline in order to get the final reviews enveloped and sent. • Liaising with provider representatives from companies such as Old Mutual Wealth, AXA Elevate, AXA Isle of Man and Cofunds to ensure their data is sent to us on time without errors. • Working closely with our financial advisers to ensure a high personalised service is maintained throughout the review process for each of their clients. • Using complex Excel features in order to create the reviews and to also track consent after sending. • Proficiently using the online platforms of the above mentioned companies to build portfolios of funds in relation to the clients’ attitude towards risk.
• My main responsibilities were to man the shop floor and engage with customers to assist them however necessary. • Carrying heavy boxes of new stock up several flights of stairs and organising neatly and safely. • Money handling and operating the tills.