... taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing ... as uploading quotations prior to Financial Advisor/s meeting with the client; ... Liaise with broker consultants and Insurance Companies;Sending out communication ...
16 days ago
... GeneralAssisting with cost controlRunning monthly financial BIC Reports on accounting ... adjusting journals for all entitiesUpdating insurance schedules on a monthly basis ... -5 Years proven experience as a Financial Accountant ideally within the construction ...
4 days ago
... or diploma within the financial services/insurance/ etc space3 years of ... leads fromreferrersTelephonic reviews & assisting Advisors with general Client reviews internal ... of DatabaseArranging appointments for Advisors if necessary (ensuring schedules ...
8 days ago
... or diploma within the financial services/insurance/ etc space3 years of ... leads fromreferrersTelephonic reviews & assisting Advisors with general Client reviews internal ... of DatabaseArranging appointments for Advisors if necessary (ensuring schedules ...
16 days ago
... , 8 Years experience in Short Term Insurance together with verbal and written ... as laid down by the Financial Services Conduct Authority (FSCA), by ...
a month ago