What can Millfield Osceola offer you for your future career?
PremisesShop front premises
Easy to locate for clients
Opportunity for ‘walk-in' appointments
Desk space with computers & up to date software, which includes Select a Pension,Trigold, Research Services etc.
Private meeting rooms for client appointments.
Our own tailored Investment Platforms with access to DFMs
Information about the company and yourself. Financial tools and calculators for clients. Clients can purchase ISAs, Insurance online.
Web based email system that gives you access to your emails, calendar, diary and clients addresses/contact details wherever you are. This system can also be used on your smart/mobile phone.
All client files are scanned and filed on our local office computer in individual folders. These files are immediately uploaded onto a secure server, using Cloud technology. All information is securely stored and backed up on an hourly basis. This facility means that you can access your client files from any location as long as you have internet access.
Back office System
We use Intelliflo, which stores electronic fact finds and allows you to create new fact finds with your clients information already held reducing duplication work. Intelliflo also provides monthly valuations for your client’s assets to provide you with a portfolio report for your client servicing.
Personalised statements, for submitted and issued business.
All of your remuneration payments are detailed in full.
Estate Agent leads
Professional connection leads
Millfield Osceola strive to make the job of the Adviser that much easier. Whether you choose to work from home or in the office, you can have full access to all of your client information, emails, diary, and calendar and compliance material.
You only live once but if you do it right once is enough
Contact us now on 01189 320600 or email firstname.lastname@example.org