clarify information, research issues, and provide solutions or alternatives. Record Keeping: Maintain records
respond to the customers’ needs with helpful solutions, delivering a high-quality service
implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line
implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line
implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line
implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line
clarify information, research issues, and provide solutions or alternatives. Record Keeping: Maintain records
that may arise during a tour and find suitable solutions
(VOC), NPS, CSAT, CRM, and complaints management solutions.
and accountability