Reference: NFP014190-CAM-1 Turning Numbers into Strategies, and Strategies into Success. Are you a detail-oriented
set quality standards and keeping to prescribed turn- around times, on a daily basis, which will include
set quality standards and keeping to prescribed turn- around times, on a daily basis, which will include
Register (e.g.CPD and Supervision tracking)
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 Register (e.g.CPD and Supervision tracking)
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