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
qualification a definite advantage. Reporting to the Director, the candidate's primary function will be to welcome
qualification a definite advantage. Reporting to the Director, the candidate's primary function will be to welcome
leads through networking, cold calling, and market research. Present product offerings and services to potential
leads through networking, cold calling, and market research. Present product offerings and services to potential
documents/correspondence onto the relevant database) Assist with research into suitable leads to pass to Account Management