Zurich trials back office service
Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year.
Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year.
A spokesperson for the group has confirmed Ash has been contracted to work with Zurich on the new venture, which will launch the group into what is considered by many as a booming market. Assistant general manager at Zurich Terry Bell, who heads all adviser business, is also working on the project.
No details have been given as to the name of the new service, but Zurich says it will offer financial advisers a “whole gamut” of support services. “It will be along the lines of other adviser back office services, but we like to think it’s more com-prehensive,” the spokesperson says.
Zurich will be piloting the service from the end of this month, through accountancy firms with which it has formed a strategic alliance. If all goes well, the group says the service will be rolled out early next year.
AUTHOR
Samantha Walker
Recommended for you
Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall.
Former Sydney financial adviser, David Valvo, has pled guilty in court to a charge of dishonest conduct.
Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive.
AMP has reported its Q3 results and provided a progress update on the divestment of its advice division to Entireti.
