Acting as the company representative Director, Trustee, Local Representative and Public Officer on client
Acting as the company representative Director, Trustee, Local Representative and Public Officer on client
requirements. Provide guidance and oversight to representatives and staff members on regulatory compliance stakeholders. Provide training and education to representatives and staff members on compliance-related topics and drive continuous improvement initiatives. Represent the FSP at industry conferences, seminars, and (advisors) Training, knowledge and skill of the representatives Monitoring the activities Oversight of advice
requirements. Provide guidance and oversight to representatives and staff members on regulatory compliance stakeholders. Provide training and education to representatives and staff members on compliance-related topics and drive continuous improvement initiatives. Represent the FSP at industry conferences, seminars, and (advisors) Training, knowledge and skill of the representatives Monitoring the activities Oversight of advice
literacy (Advanced word and Excel)
Computer literacy (Advanced word and Excel) RE 5- Representative Certificate related to claims assessment or
to the intermediary on record , authorised representatives from the brokerage, and broker services; Dealing
to the intermediary on record , authorised representatives from the brokerage, and broker services; Dealing
reporting and resolving queries. Meet with Sales Representatives on a weekly basis to highlight concerns on
ledgers, trial balances and financial reports represent, in all material aspects, the financial position