Flexible-Hours Client Relations Exec – Mortgage & Wealth Support

Trulife Financial Limited in Caerphilly is seeking a friendly, proactive assistant to support clients and advisers from our office. You will contact clients regarding mortgage follow-ups, wealth servicing and insurance matters, arrange appointments and keep clients informed throughout the process.

The role involves maintaining client records, following up outstanding information and liaising with advisers to connect clients with mortgage, wealth and protection services.

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