terms of business The post holder reports to the Director Key duties and responsibilities: Financial Services seminars and/or presentations Gathering market intelligence and understanding competitor products Obtaining
terms of business The post holder reports to the Director Key duties and responsibilities: Financial Services seminars and/or presentations Gathering market intelligence and understanding competitor products Obtaining
pension and trust schemes. An ability to read/research governance documents impacting a scheme/trust tax/lump sum/loan/benefit and drawdown payments. Investigate and prepare a response to complaints. Review
documents/correspondence onto the relevant database) Assist with research into suitable leads to pass to Account Management
their team The company specialises in Business Intelligence, SAP software, Enterprise Performance Management