Michele Jackson

Route 53 Rackspace MailGun MessageGears Outlook Microsoft Office 365 Amazon AWS Barracuda Networks Render Basis

assisting in the transition out of a network compliance visits technical support & compliance heldesks file checking & t c support bespoke compliance business support regulatory support compliance consultancy technical assistance compliance updates financial advice adviser technology professional indemnity cover training & development client benefits regulatory training pensions advice db transfers suspicious activity reporting aml compliance risk management investment solutions mortgages support referral services client relationship management continuous professional development financial planning tools customer experience enhancement compliance frameworks personal finance portal secure document sharing technology integration advisory practice support client communication financial product intelligence client-centric solutions business growth propositions event programmes adviser workshops client firm accountability governance & compliance secure messaging vulnerability support policies customised business propositions in-house compliance helpdesk centralised investment propositions investment research holistic learning events market intelligence advisers' training programmes