Job Description
Due to continued growth within our business we have an exciting opportunity to join our Financial Services team as a Client Manager.
The role will involve:
* Producing illustrations
* Obtaining valuations
* Client review tasks, daily, monthly & annual
* Fund switch processing
* New business processing
* Existing business maintenance
* Policy issue processing
* Admin support to Financial Advisors and Directors
* Processing in...
ZIPC1_UKTJ
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