Carries out the day-to-day tasks arising in a Life Assurance/Mortgage Broking environment.

Oversees accounting and the implementation and monitoring of internal controls in the business.

Searches for trends in stock markets, and decides where to invest funds to minimise risk and maximise profit.

Responsible for the management of sales to corporate clients.

Manage support for customers/large companies with their banking needs. Spends time with clients building relationships and trust with them. Makes sure to manage any risks.  

Deals with clients and investors on a daily basis, placing trades on their desired days for their desired amount.

Building society managers have overall responsibility for the efficient operation and profitability of their branch.

Independent insurance professionals who act as a link between insurance companies and their customers.

Investment fund managers make the investment decisions to try to increase the value of a fund, where a group of people (shareholders) pool their savings to invest in financial assets, typically securities or shares. Investment consultants provide financial services for governments, institutions, and companies. 

Surveys a building or structure to assess its insurance risks and recommends safety precautions.

Commodity brokers buy and sell physical commodities (crude oil, grain, metals, coffee, sugar) on a commission basis on behalf of private and commercial clients.

Maintains knowledge of tax code changes and of accounting procedures and theory to properly evaluate financial information. Makes tax returns on behalf of clients.