with IFAs and data collection and follow up.
Assist IBCs with general support around information requests
requests around products or technical queries.
Assisting with the preparation of presentations and pitches
/> Relationship Management & Servicing
Assist in establishing and maintaining effective relationships
on administrative, product and AML matter.
Assist in delivering the IFA service model through in
product and activity to assist management with decision in respect of product, pricing, and market positioning
company operational needs are met, considering price, quality, and delivery and to ensure continuity improvements.
improvements
⪠Negotiate contracts, improve prices and terms of business with suppliers and review
compliance
⪠Contact suppliers to resolve price, quality, delivery, or invoice issues
Skills