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

VCTs and EISs New Era

A new era for VCTs and EISs A major overhaul of venture capital trusts (VCTs) and…

Read more

Pros and Cons of Joint Finances

The pros and cons of joint finances What are the pros and cons of joint finances? Many…

Read more

State Pension Age

 State pension age continues to rise Do you know when you’ll reach your state pension age?…

Read more

Relevant Life Policies

The savings from Relevant Life Policies. A little-known type of life assurance plan could provide you…

Read more