Location
Taunton
Salary
Competitive
TypePermanent
WorkplaceOn-Site
Ref87506
Client Support
up to £32,000
Bath / Exeter
•To have a thorough understanding of the sales process, client file requirements and FCA requirements.
•To deliver what clients perceive to be a personalised and high quality service.
•To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service.
•Obtain information from providers on clients existing financial arrangements and prepare client valuations.
•Input all client information and history into the back office system.
•Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.