13/11/2009 |
 |
The Bournemouth Office Grows in Size and Knowledge |
| Despite ongoing uncertainty and volatility in the economy and stock markets, our Bournemouth office has continued to expand their team both in numbers and knowledge, to allow us to continue to provide advice and support to meet all of your financial planning needs. |
| We are pleased to have increased administration support through the employment of Kayleigh Walton and Simone Roberts, both of whom have worked in the financial industry previously. Kayleigh provides support to personal clients and Simone supports the Corporate Services team as that side of the business continues to grow. |
| With constant changes within the financial industry, it is important for both support staff and advisers to keep their knowledge up to date and be able to talk to clients about a wide range of topics and requirements. As well as attending seminars arranged by fund managers and insurance companies, all of our employees have access to exam courses and material run by the Chartered Insurance Institute (CII). |
| The CII is the premier professional organisation for those working in the insurance and financial services industry. It is dedicated to promoting higher standards of competence and integrity through the provision of relevant qualifications for employees at all levels and across all sectors, helping professionals maximise their career development potential and offer clients a wealth of knowledge and support. |
| iimia remains committed to supporting and encouraging all employees’ development and this year alone, a significant number of employees have studied and taken exams covering a wide range of subjects. The exams that have been passed have improved technical knowledge in Taxation, Trusts, Pension Planning – both funding and in retirement, investments and the more specialist area of Long Term Care Planning. We feel that the additional knowledge gained, benefits both our clients through the advice and support they receive, and our employees through increased job satisfaction. |
| With Christmas fast approaching, we are all looking forward to a more settled and positive New Year. As a company, we will continue to dedicate our time and efforts to ensuring that our clients have access to the best advice possible, most appropriate and current products and investment vehicles and most importantly, support from our team at all times. |
