An amazing paid placement opportunity has become available with Unividual. Unividual is a financial advisory business who provide financial planning to people and businesses across all aspects of their finances.
About the role:
You will be supporting Unividual’s Financial Planner and MD, John Baxter, with a variety of administration tasks that enhances the experience clients get when working with Unividual.
This will include but is not limited to:
Organise outgoing and incoming post and scan documents on to client records
Printing and compiling client meeting and marketing packs
Write letters and emails to clients and product providers
Ensure all compliance paperwork is in order
Answer incoming phone calls
Meet and greet visitors to the office, including clients for meetings
Conducting medical questionnaires and chasing doctors for information
Tracking and monitoring cheques from clients Liaising and chasing product providers on behalf of clients Checking and sending off application forms
Undertake research work on financial plans