Client Journey Manager
6 days ago
In this exciting role, you will have the opportunity to work on various aspects of the client journey, from creating packs to writing suitability letters. To succeed in this position, you will need strong organizational skills, prior IFA experience, and a commitment to delivering high-quality results.
Responsibilities and Requirements
• Utilize the I.O. system and work effectively with multiple platforms to deliver outstanding results.
• Progress in your role with support for your financial services diploma, ensuring continuous professional development.
• Bring prior IFA experience to the table, leveraging your expertise to drive success in this position.
Benefits Package
This role includes a competitive estimated salary of £42,000 - £52,000 per annum, along with opportunities for professional growth and development.
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