About this role:
As a key member of our financial services team, you will provide vital support to our advisors and gain hands-on experience in life, pensions and investments.
* You will be responsible for managing application pipelines
* Maintaining accurate client records is essential to your success in this role
* You will also prepare portfolio updates
* Contribute to targeted sales and marketing activities to drive business growth
This position requires exceptional written and verbal communication skills, strong relationship-building abilities, and a confident phone manner.
The ideal candidate will have excellent planning, organisational and time-management skills, as well as high attention to detail and a commitment to compliance.
Proficiency in Microsoft Office and general IT literacy are also necessary. Additionally, motivation to work towards a professional insurance qualification is required.
You will need to make real-time decisions and manage your own workload effectively.
In return, you can expect a competitive salary package, generous annual leave allowance, discounted insurance products, structured education and development support, and a collaborative team environment.