Chloe B. Email & Phone Number

Rejoined LinkedIn recently - new profile so excuse the lack of current connections

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  Financial Promotions

  2Plan Wealth Management Ltd

  Jan 2019 - Present - Leeds, England, United Kingdom

  • Final sign off of all financial promotions, ensuring compliance• Identifying issues and communicating where changes need to be implemented• Liaising with external agencies and other third parties during the creation and sign off process• Communicating with external bodies such as the FCA and ASA• Identifying and dealing with any breach of the company compliance policy and/or regulatory standards• Leading training sessions so that internal and external colleagues can better understand the process and get things right on first submission to avoid delays in approval• Onboarding of new advisers to include training, ensuring they are set up with the correct marketing materials and are educated on company and regulatory policies• Co-ordinating the publication and print of our newsletter to include liaising with designers, providers and marketing teams• Producing reports for the board meeting as well as ad-hoc • Various audits within the department• Archiving and recording keeping • Identifying improvements to be made to internal systems for maximum user efficiency • Producing articles/brochures/adverts/leaflets/social media posts to use as examples of good practice• Producing ‘how to’ guides on various topics for staff and adviser use • Setting up and use of Campaign Monitor so the company can better track internal communications

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  Leeds Beckett University

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