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.

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

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

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

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

Responsible for the daily processing of invoices and other financial transactions.

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. 

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

Pricing Actuaries are specialised Actuaries who work in either the financial or insurance industries. This position uses extensive math skills to determine the price of products by analyzing data and calculating risks.

Pension fund managers establish and manage pension schemes for employees.

Manages an area within the overall operations on a bank, such as business acquisitions, capital investments, property acquisition etc.

Uses mathematical and statistical methods to assess financial probabilities for projects found mainly in the insurance industry.