IFA services
- New Business Processing (online applications)
- Online Illustrations (broker consultant, assureweb)
- Chase up of new business until completion
- Medical Chase ups
- Filling Fact Finds
- Research
- Letters of Authority and obtaining information
- Pension Transfers information handling
- Existing Client Valuations reports
- Use of Outlook / windows 7 office / power point / trigold / 1st software
- Client file management
- Maintaining & updating client data on any IFA in-house software (1st software, backpack)
- Reasons why letters (filled in the blanks)
