22/04/2024 | Fulltime | Chichester | CV-LibraryOf Protection Work, Trusts and some Contentious Probate Work. Promoting a compassionate and sensitive disposition client experience when dealing with the elderly or incapacitated. Proactively networking and marketing within the team to generate new business and reputation. Attending clients in their own
Save for laterRegister your CV19/04/2024 | Fulltime | Chichester | CV-Library | £30,000 - £45,000 / Year An excellent attention to detail. Duties include Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Attending client and product provider meetings Processing new business to completion Builds and fosters
Save for laterRegister your CV14/02/2024 | Fulltime | Chichester | CV-Library | £25,000 / Year Purchasing requests and all the associated administration - Communicating with the wider business regarding purchase orders, allocations and quantities - Attending team meetings to discuss and share information on customer activity - Inputting detailed information onto the CRM system - Ensuring any emails
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