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

Advises businesses and private individuals on taxation issues.

Works on behalf of the insurance company to investigate claims and make recommendations for a fair settlement.

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

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. 

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

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

Provide a wide range of postal services to customers, plus other services such as bill payment, banking services and passport applications.

An Auditor is a Professional Accountant who has undergone further post qualification training.

Claims experts who assess insurance claims for incidence of fraud.

Examines the report of the Insurance Surveyor and sets out the policy details to meet the clients insurance needs.

Applies the underwriting rules determined by the technical underwriter.