Mohammed Hassan

Ifa Administrator @Westerby Investment Management Limited

Liaise with advisers and paraplanner’s in relation to client cases • Preparing and sending off new business packs • Prepare LOA’s to send off and then retrieve the information in a timely manner • Preparing simple to complex valuations for client annual reviews • Carrying out risk tolerance questionnaires • Carrying out AML checks • Communicate and talk to client regarding any queries, updates on their ongoing work with the advisers etc • Systems used - Intelligent Office / Xplan • Training new starters • Ad hoc scanning and filing