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- Issue letters of authority, chase for policy information, build schedules, and add existing policies to the system.
- Supporting the Advisors in research and analysis.
- IT skills commensurate with computer packages used in this industry and a knowledge of Intelligent Office would be beneficial.
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Client Manager - Penn, Buckinghamshire, United Kingdom - SelectStaff Recruitment
Description
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.Day to day client management, processing queries.
Health Cash Plan
Group Personal Pension
Group Life Assurance
Monday to Friday 9:00am - 5:00pm