Job Description

Some of your duties will include:

• Preparing and completing client reviews
• Preparing and processing all aspects of new business through to completion as well as dealing with existing clients
• Maintenance of client and portfolio records on the main back office system
• Communicating and liaising with colleagues, managers and clients
• This is an opportunity to join a growing firm that offers a generous pension contribution, holiday entitlement and free car parking.

Required Knowledge, Skills, and Abilities