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New Business

E-Learning
4 Hours
£75 + VAT
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So, the financial adviser has met with the client, gathered all the information on any existing business, a suitability report has been produced and the client is happy to go ahead with the advice. But what’s next?

The responsibility of setting up any new policies and keeping the client updated generally falls with the administrator. It is vital that the process is well structured and streamlined to avoid any unnecessary delays for the client or errors in the processing. Unfortunately for the administrators, they’re working within a jargon heavy environment. Our new business module is here to give you a helping hand. Written by an administrator for administrators, we have been in your shoes and we’re here to help!

This module is defined by four units. They are:

  • Vulnerable clients
  • Submitting new business
  • Application process
  • Streamlining processes and liaising with clients

During this module, you will:

  • Explore the different application forms needed depending on the advice to be given.
  • Learn how to complete an application form and commence the new business process.
  • Understand how to track new business and keep both clients and providers up to date throughout.
  • Consider how to streamline the whole process and take note of areas which may impede the implementation timeline.
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