This role is one of supporting the implementation of our bespoke software in end client premises. The system includes software tools to assist in this process, but a large part of the role will be understanding how our systems interact with other Third Party software to extract and process data for loading onto TP systems. A broad range of IT skills is required, but will specifically…
The challenge is simple; to recruit new firms into True Potential at a rate of £1m Turnover per month. The target market…
For a number of years, running a Directly Authorised firm has been seen as the most flexible and powerful way of giving financial advice to the UK consumer.
There have been too many in the industry that have used the RDR for their own ends, to try and panic IFAs into believing that the RDR is bad for the small practitioner, or you will need a PhD, as if large firms or purely academic qualifications were either required or offered some magic solution. Clearly the opposite has been the case, and RDR (if it comes about) offers a fantastic opportunity for the professional IFA, but big problems for Banks and Large conglomerations of multi-tied sales advisers (pseudo IFAs). It clearly signals that independent advice is key for the consumer.
Scottish Provident is teaming up with True Potential to give users access to its protection range. The move means True Potential members can use Scot Prov’s quote and apply functionality for income protection, business protection and the Pegasus whole of life plan.
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