A new and exciting opportunity has arisen to deliver an exceptional customer experience to financial advisers looking to place business with an insurance based company. Responsibilities will include but not be limited to the provision of accurate and timely illustrations, guidance on Source of Wealth, Territory Decisions, special deals, KYC and the completion of new business application forms, whilst processing new business applications. You will also contribute to the development of strong working relationships with the advisers as well as their support staff, whilst supporting training and mentoring junior team members. This is the ideal opportunity for candidates with 1+ years’ experience in financial services, excellent written and verbal communication skills, a clear understanding of customer service and good planning and organisation skills.
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email email@example.com or by calling 01624 720088, alternatively you can submit your CV to our team by clicking here. Please feel assured that all enquiries will be treated with the utmost discretion.