all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
all market related ADHOC groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan sent out Successfully run groups, tour series, and FIT booking Compile welcome pack documents Create co-pilots
and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring
and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation is completed Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring
experience in selling long term insurance products. Fit and proper requirements apply. We offer Performance
experience in selling long term insurance products. Fit and proper requirements apply. We offer Performance
vacancy for an experienced creditors clerk. The ideal fit will be someone who has a minimum of 4 years creditors
vacancy for an experienced creditors clerk. The ideal fit will be someone who has a minimum of 4 years creditors
Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring monitoring and onboarding checks of all advisory staff, fit and proper competency checks according to FSCA regulations
Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring monitoring and onboarding checks of all advisory staff, fit and proper competency checks according to FSCA regulations