Looks after the sales and customer relations issues that arise in the delivery of pensions products to individuals and organisations.

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

Provides accounting skills in civil and criminal cases, and also non-legal related investigations.

Manages a portfolio of clients on behalf of the Bank. Responsible for business development and client relationship management.

Responsible for ensuring a companies income is maximised and bad debtors are minimised by implementing the company’s credit control procedures.

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

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

Responsible for the management of sales to corporate clients.

Monitor the performance of a portfolio of investments within the market on both financial performance and economic impact grounds. 

Prepares bank account reconciliation, deals with cash transfers, bonds and equity settlements.

Plans, directs and co-ordinate activities of workers in bank/financial setting. Establish and maintain relationships with clients, oversees the flow of cash and financial instruments.

Responsible for the monitoring and control of commercial loans.