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Ops call (MPC members only)

23 November 2021 @ 1:00 pm - 2:00 pm GMT

How is the processing of new business transacted in your firm? Is this a stand-alone role or the role of your Administrators or Paraplanners? If it’s the role of either a Paraplanner or an Administrator is this resource centralised or allocated to specific e.g. clients or Advisers. Is it done in-house or is it outsourced? Discuss.


23 November 2021
1:00 pm - 2:00 pm GMT


Zoom Call