Alan Moran

• Meeting and Advising Clients
• Managing of Interface Financial Planning Team
• Dealing with FCA, PI Insurers and Professional Organisations
• Technology
• Creation of Business Structures
• Provision of learning information for clients

Katie Moran

• Gathering information from new and existing clients in order to create or update their Wills and Lasting Powers of Attorney, and the related data entry.
• Administering the creation and registration of Wills and Lasting Powers of Attorney.
• Liaising with appropriate organisations in the registration of Wills and Lasting Powers of Attorney, for example the Office of Public Guardian.
• Liaising with clients to arrange both in-person and virtual attestations.
• Administration of completed Wills and Lasting Powers of Attorney, arranging secure storage, certified copies, payments etc.•Administration of probate cases.
• Processing of all mail.
• Assisting clients in their personal day-to-day tasks – redirection and administration of post, money management, etc.

Sarah Harvey

• Day to Day Administration
• Filing of post from PCE to relevant client and updating Intelligent Office
• Client tasks and maintenance
• Liaising with clients and providers
• Chasing for ID to aid with ID verification
• Client Reviews
• Sending Birthday cards to clients
• Liaising with Nucleus and Business processing including production of illustrations and key features
• Business Administration Project
• Preparing and issuing Direct Debits via DocuSign
• Higos Renewals – filing and sending to clients prior to renewal
• Production of CATS Tool for specific products
• DocuSign forms to clients
• Tax Return Information
• Bed and ISA processing
• Collation of Wizard Learning
• Society Will Writers – Printed Monthly uploaded Dropbox
• CPD – CII & CISI Website updated Monthly
• EDVOA Project – Running Reports for All Clients
• Initial and Ongoing Fee Breakdown Reports – All Clients

Sarah Challenor

• Income reconciliation and reporting including reports for RMAR
• EDI Set up, maintenance and management
• Import of income from providers and client fees
• Closing month ends
• Aged debt review and management
• LandZ checking cancellations and collections
• Data management and synchronisation
• Product valuations
• Liaising with IO support over technical problems
• Newsletters – Managing unsubscribes, adding tasks to client to show sent, adding new subscribers
• Esendex: Exporting of data from IO and import via CSV to update any new clients in IO into Text marketer where there is a mobile phone number
• VCita: Exporting of email, contact numbers and DOB data from IO and import via CSV to update any new clients in IO into VCita where an email address is held
• Valuations – Checking fees and monitoring data

Jo Morgan

• Keeping Document Index and Audit Tracker up do date
• Filing of business documents in PaperCloud once per month
• Ensuring business documents are current and liaising with Lark for website
• Chasing Business Certification
• Ensuring all emails templates are kept up to date
• Point of contact with Mel Holman CATS for compliance
• Preparation for BS877 and ISO2222 annual assessment
• Zoom transcription (Sonix) and sharing with clients
• Client Newsletters
• Cyber Essentials certification
• Any other projects
• Buildings and Property Insurance quotations
• Life Cover quotations and applications