THOMAS AND GENTRY INDEPENDENT FINANCIAL ADVISORS Salary
FOXLEY HOUSE LONSDALE ROAD NEWTON ABBOT TQ12 1DT ENGLAND
TIN: 05225369
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Earnings on positions in THOMAS AND GENTRY INDEPENDENT FINANCIAL ADVISORS
THOMAS AND GENTRY INDEPENDENT FINANCIAL ADVISORS is looking for employees for positions:
office administrator
Requirements
- liaising with clients and providers by phone, via their secure platform or by email and letter
- diligent use of our back-office system INTELLIGENT OFFICE to record client details, tasks, plans etc
- liaising with product providers to obtain and chase information
- processing new business applications, both paper-based and online, then chasing cases through to completion
- researching fund performance
- preparation of illustrations and key features
- production of Simple Advice Reports
- producing client reports from various sources
Earnings on positions in THOMAS AND GENTRY INDEPENDENT FINANCIAL ADVISORS
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2166 £