4. Responsibility & Ownership

Question 1

No blame culture

Answer 1

But that doesn’t mean responsibility or ownership

Question 2

Example : placing investments asap

Answer 2

Markets can be volatile
If you’re waiting for documents put diary notes and task reminders
Up you to you to make sure things get done
Priorities your workload

Question 3

Full scheme loads

Answer 3

Once you finish you’re initial training and move towards a full scheme load they’ll keep you very busy

Need to know scheme inside out so you can add to that personalised and bespoke service