She helps to keep things running smoothly. From managing day-to-day administration to supporting client queries and ensuring everything is in place when it needs to be, she plays an important role in supporting both the planners and clients.
This qualification assesses a knowledge and understanding of the financial services sector, including regulation, legislation, and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.
