ROSE WEALTH MANAGEMENT Salary
ROBINS CROFT HOWARD CLOSE CHANDLER'S FORD EASTLEIGH SO53 3AD ENGLAND
TIN: 12993234
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Earnings on positions in ROSE WEALTH MANAGEMENT
ROSE WEALTH MANAGEMENT is looking for employees for positions:
service administrator
Working hours
- full-time | Permanent
Responsibility
- to support the Financial Planners with day-to-day administrative tasks
- maintain accurate client records and ensure our back-office systems are updated
- liaising with clients as required by the Financial Planner, assisting with enquiries in a timely manner, surpassing their expectations
- compile enclosures for reports such as illustrations, key features and applications and send out client correspondence as needed
- processing new business and monitor through to completion
- liaising with providers on various matters ensuring all information requested is received within the timescales set and checked for accuracy before passing to the adviser and/or clients
Requirements
- regulated financial services: 2 years