Business Support Administration

Business Support Administration

Business Support Administration

Imperative to the smooth running of the Altero office, this department includes the accurate maintaining of incoming and outgoing correspondence and all daily communications with our clients.

 

Here we process and update spreadsheets, the diary system and generate client schedules. We also liaise with external agents and providers, collate client case administration and prepare valuation reports for assessment by our Financial Planners

Back
 

Latest news

You’ve used your ISA Allowance -what’s next?

  You’ve used your ISA allowance – what’s next? With the individual savings account (ISA) allowance now…

Read more

Refresh New Year Resolutions

Refresh  New Year Resolutions It’s that time of year again, so what financial resolutions should you…

Read more

Inheritance Tax Receipts

Inheritance tax receipts hit a new high Inheritance tax (IHT) is raising more than ever according…

Read more

Autumn Budget 2017

Autumn Budget 2017 As expected little changed in Philip Hammond’s cautious Autumn Budget 2017 with no…

Read more