Ensuring compliance is held by staff as well as training as required Supporting and ensuring an appropriate etc.) Assisting the business with any compliance training as required Consult with business partners on
Ensuring compliance is held by staff as well as training as required Supporting and ensuring an appropriate etc.) Assisting the business with any compliance training as required Consult with business partners on
accounts and annual financial statements Pro-actively train and complete required CPD Have a strategic mindset
Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms of business
Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms of business
reconciliation of annual vat balances Provide VAT training to and communicate changes in legislation to the