Business Support

Making the most of our relationship

As your key contacts, the business support team manage your initial and ongoing relationship with Compliance First and our key areas of service.

Operations installation

Operations installation

From providing access to the Client website and setting up agencies, to helping you gain Professional Indemnity Cover and organising your compliance installation visit, the business support team make sure your move to Compliance First is as smooth as possible.

Make the most of our relationship

Make the most of our relationship

Our business support team are dedicated to helping you maximise our relationship. Whether that’s by making you aware of the breadth of our regulatory support and technology solutions, or by proactively identifying growth propositions which could be of benefit to your business.

Development support

Development support

If you sign up to our T&C Scheme, the business support team will manage the delivery of the service. The team will also let you know the dates and locations of our development events, to ensure you and your staff are gaining structured CPD for your records.

Testimonials

"As I approach retirement from the industry, I would like to thank you all for an excellent compliance service. As a firm you have been with us from the start and none of us would have dreamed  how things would have developed.  I think it fair that I heap praise on your past and present staff who have provided us with an excellent service and were and are assets to your firm."

Steve Smith
Director
Orkney IFA Ltd

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