BERKSHIRE IFA Salary
ALBANY HOUSE 14 SHUTE END WOKINGHAM RG40 1BJ ENGLAND
TIN: 11248066
BERKSHIRE IFA Premium profile inactive Premium profile inactive
Earnings on positions in BERKSHIRE IFA
BERKSHIRE IFA is looking for employees for positions:
team leader
Working hours
- full-time
Responsibility
- line manage up to 5 administrators
- peer review client applications, client correspondence and platform dealing instructions
- quickly and effectively deal with queries from clients through clear and thorough communication
- ensure all team written and electronic client communication is accurately recorded and maintained to Intelliflo
- collect, collate, and record client policy information and critical data in accordance with the principles of KYC
- obtain policy information, quotes, illustrations, and product details
- new client on-boarding from initial contact until funds are invested
- process and submit new business to providers and ensure applications are completed efficiently
Requirements
- 1-2 years’ experience managing a medium sized team
- experience using iO is desired, but not essential
- strong technical knowledge of investments, pensions, and family wealth planning
- excellent written and verbal communication skills are essential
- A very high attention to detail and accuracy is also essential
- demonstratable experience delivering the highest level of service to clients
- understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements
- industry qualifications are desired, but not essential
Earnings on positions in BERKSHIRE IFA
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2333 £