breatheHR for financial advisers
- Record professional qualifications
- Manage gap fill compliance
- Update and monitor CPD
- Automate holiday and sickness recording
- Online 1-1s and appraisals
Reduce admin and demonstrate compliance
Managing your team of finance professionals takes a lot of time and energy, especially with the new professional standards requirements in the Retail Distribution Review (RDR). The FSA expects the new requirements to have a positive impact on the reputation of advisers and levels of consumer trust in the retail investment sector. But how do you handle the extra work?
breatheHR will reduce the time you spend on admin allowing you focus on improving performance and generating more business.



