REGENCY CONSULTANCY  Salary

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2ND FLOOR COLLEGE HOUSE 17 KING EDWARDS ROAD RUISLIP HA4 7AE UNITED KINGDOM
TIN: 12568556
 Real Estate
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REGENCY CONSULTANCY

Earnings on positions in REGENCY CONSULTANCY

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REGENCY CONSULTANCY is looking for employees for positions:

independent financial adviser

  • independent financial adviser

Working hours

  • full-time | Part-time

Responsibility

  • maintain client records on internal system – Intelligent Office
  • preparation of pre-meeting/post-meeting material for advisers
  • obtaining quotations and other relevant literature
  • process business applications following set processes
  • processing commission/adviser fees
  • requesting information from third parties
  • producing client valuations and reports
  • delivering a day-to-day administrative support, answering the telephone, sorting the post