Reviews engagement letters and model scoping papers for director review/sign off. One that delivers the expertise they need in a way that goes beyond.
Organising all post including sending out first copies of B2B magazines to new subscribers, which involves getting the names from a spreadsheet and producing…
Develop and implement policies, including sign off and education of policies in relation to Systems (consultation and change management process).
Support RMs in the sign-up of new business from signed-up IFA firms. Support RMs in the sign-up of new IFA firms who want to use the businesses Discretionary /…