• Can assist clients in booking appointments, preparing forms and documents, templates etc. • Can prepare product comparison reports via email handling, phoning companies and get specific client portfolio information • Can set up client files, add client data to the a financial planning software (COIN/CRM/Salesforce). • Can prepare application forms, documents, templates etc. for meetings • Can prepare: portfolio reports, client questionnaires, product enquiry forms and product research, insurance premium estimates and quotes using specific software. • CAn proofread documents, and prepare invoice • Can submit application forms, follow up applications, insurance underwriting, medicals etc. • Basic website updates (blog posts) • Adaptable, positive, and open to new ideas - willing to unlearn things to learn new ones • Loyal employee with an excellent work record • Advance proficiency in Microsoft Tools (Excel, Outlook, Word, Powerpoint, etc) • Learns reasonably quick when using new tools. • Speaks clearly, listens attentively, and interacts comfortably