Contact T: 07957 634558 E: sandy@sandynash.com
Suitability report writing (usually using your templates for style), Word / Pages or company system.
Annual reports.
Letters of Authority - create, and follow up work.
Contacting insurance companies / product providers to chase or clarify information.
Bespoke research and projects.
Spreadsheet creation and maintenance, Excel / Numbers
Compliance work.
Fee and commission recording.
Database creation and maintenance.
Client calls and support.
Intelliflo Intelligent Office system work.
Iress Software - The Exchange quotations and Xplan platform support.
Client campaign assistance.