Our client, a leader in Investment, Wealth and Insurance has a fantastic opportunity for a Regional Manager who will report to the Head of Distribution,
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Job Purpose: Assisting managers with daily duties. Assisting in Administrative duties with regard to Short Term Insurance Underwriting, Claims &
Responsibilities: Administration Client Relationship Management Investment analysis and proposal Gather Policy information Compile a summary of information Research product information
The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will beresponsible for office administration, interacting
Join this Wealth Firm as a Paraplanner Responsibilities: • Administration• Client Relationship Management• Investment analysis and proposal• Gather Policy information•
Join this leading Tied insurer as an area branch manager. The focus of this role is the sales delivery, strategic