The role will involve the following responsibilities:
1. Assessing & identifying insurance financial needs for new and existing clients
2. Product research
3. Market research
4. Presenting recommendations
5. Report writing
6. Client insurance reviews
7. Keeping up to date with regulatory changes
8. Working with Directors of the company
9. Compliant dealing
10. Data Protection
11. Networking with professional bodies
12. Relevant experience, skills ...
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