Main Responsibilities • Undertake the processing, with a view to prompt closure, of certain cases needing an Informed Position letter and potentially redress payments. • Undertake the investigation and processing of complaints. • Undertake reviews of past business cases as part of a formal past business review. • Maintain accurate and consistent records, enhancing them as requested, of past busine...
A qualified and experienced paraplanner, supporting Senior Partners within the business. To support Partners in carrying out high quality research on a full range of financial planning products in line with Foster Denovo’s advice process and compliance framework and writing detailed reports resulting in specific product / company recommendations. Liaising with product providers and keeping abreast of new products and developments.</p...
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