This role is central to ensuring a smooth, compliant, and professional experience for clients from initial prospect stage through onboarding and ongoing servicing
Job Summary
This role is central to ensuring a smooth, compliant, and professional experience for clients from initial prospect stage through onboarding and ongoing servicing.
You will work closely with advisers, providers, and clients, managing all administrative and technical preparation required for adviser meetings, new business submissions, and client onboarding to SPF Wealth.
We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.
Matching Summary
This role is central to ensuring a smooth, compliant, and professional experience for clients from initial prospect stage through onboarding and ongoing servicing.