Client Relationship Administrator

Pin iconEast, Isle of Man

Coin iconDepending on Experience

  • Accountancy
  • Insurance
  • Finance
  • Banking
  • Permanent
  • Full Time
Apply before: 24 June 2022

Job Overview

One of the leading wealth management businesses on the Island is in an exciting new phase which will see the business grow even further. Engaging with clients and financial institutions by telephone and email, Processing new business applications and related administration. Assisting the IFA’s with the production of the client’s suitability reports and Illustrations and quotations. The ideal candidate will have 2+ years’ experience working within Banking or Insurance

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Posted: June 9, 2022