Paraplanner
SomersetTate
...suitability reports for investments, pensions, and protection. Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention. Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks. CRM & Workflow [...]
Category Banking, Insurance, Finance & Accountancy