This will include advising clients on a range of financial products in their homes, including savings plans, insurance and protection policies.
Identifying opportunities to deliver more value to clients through optimisation and new initiatives. Delivering insightful reports on client activity on…
Good time management through effective journey planning & smart working methods. The role will be *home based* and travel will be involved.
You will work closely alongside Key Account Managers within the team, supporting them with the day to day account management activities.