REGENCY CONSULTANCY Salary
2ND FLOOR COLLEGE HOUSE 17 KING EDWARDS ROAD RUISLIP HA4 7AE UNITED KINGDOM
TIN: 12568556
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Earnings on positions in REGENCY CONSULTANCY
REGENCY CONSULTANCY is looking for employees for positions:
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