TAYLORED ADVICE GROUP in Winchester Salary

Rating of the company
26 CITY BUSINESS CENTRE HYDE STREET WINCHESTER SO23 7TA UNITED KINGDOM
TIN: 12804587
  Other service activities
Rating of the company

TAYLORED ADVICE GROUP
Premium profile inactive
 Premium profile inactive

Earnings on positions in TAYLORED ADVICE GROUP

Looking for a job?

Describe to the employer what experience you have and get interesting career offers! Let other users advise you on your choice.

TAYLORED ADVICE GROUP is looking for employees for positions:

financial services administrator

  • financial services administrator
  • paraplanner

Working hours

  • full-time | Permanent

Salary

  • salary

Responsibility

  •  Telephone answering
  •  Sorting and distributing post
  •  Submitting new business and tracking through to completion
  •  To obtain illustrations, key features and application forms from Platforms & Providers as required
  •  To post client documentation to the client or product providers as appropriate
  •  To accurately maintain client personal details and policy information
  •  Deal with and respond to written, telephone and electronic general enquiries for Advisers, colleagues, clients and providers
  •  Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings

Requirements

  •  Excellent communication skills both written and verbal
  •  Client-centric approach
  •  Organised and highly motivated
  •  Good levels of industry knowledge
  •  Good attention to detail
  •  Accurate data entry and record-keeping skills