Preparation of prospect, review and new business sign-up meeting packs (working with Junior and Senior Paraplanner on sign-up meeting pack documentation).
Access to a range of benefits including free eye tests, discounted or free glasses, a free 24/7 well-being/counselling/advice service, private medical insurance…
You can identify customer requirements instantly and are always happy to offer help and advice wherever there are open questions.
You'll be making everyone feel welcome and be on hand to guide visitors through the sign in process and preparing drinks for visitors. Up to 29 days holiday.