Julie Rose

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Finance Professional

Status: Available - 4 weeks
Location: Bromley
Desired location: Bromley
Basic salary: 30,000
Exp. years: 13
Specialisms: Personal Banking, Insurance, Customer Service
Job Type: Permanent
Availability: 1 month
Overview:

Julie Rose Recruitment has an experienced candidate with a wealth of experience working within banking who has dealt with insurance on a daily basis and has covered a broad range, including travel and holiday, phone, life, and critical illness cover.

Duties and experience include:

  • Diary management
  • Reaching & exceeding sales goals
  • Building long lasting relationships with customers
  • Undertaking mortgage calculations
  • Conducting financial reviews
  • Managing own portfolio
  • Excellent IT skills, including a fast, accurate typing speed
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