Check all compliance paperwork and internal sign off documents are present. Paraplanner role based in London, competitive salary with good benefits.
Correspondence – obtaining the appropriate sign off on documents and coordinating PSD, Mandate Letter when required ensuring that they are signed or coordinated…
§ Training (Number or trainees, revenue, and time to sign off). This role is a dual role of sales and training. § Sales of new Tympa systems.
You'll need to have a strong grasp of marketing data, tracking things like sign-up targets and conversion, spend, CPA and campaign ROI, and be able to present…