As a trainee, I provide various admin services to the corporate services team and technical staff. When a colleague requires a presentation pack for meetings and review packs for clients, they usually come to me. I also liaise with clients to book appointments and ensure the relevant documentation is ready.
Qualifications
- R01 – Financial Services, Regulations & Ethics
- R04 – Pensions & Retirement Planning
- LP2 – Financial Services Products & Solutions