cases and 10 signed intermediary every month. Capture the clients' details on Atwork and Smart Advice
cases and 10 signed intermediary every month. Capture the clients' details on Atwork and Smart Advice
customer relationships
activities, IFA training, support on case management, CRM data management, and supporting on pitch development
Supporting IBCs at events and networking with IFAs and data collection and follow up.
Assist IBCs with
advantageous.
In this role you will interrogate data to analyse and understand variances, process constraints
consultation with stakeholders Analyze financial data to identify areas for process improvement and address
consultation with stakeholders Analyze financial data to identify areas for process improvement and address
maintaining customer relationships Analysing customer data Identifying new business opportunities Documenting
maintaining customer relationships Analysing customer data Identifying new business opportunities Documenting
for new components and suppliers.