rules
Submission of new business application(s), together with supporting documentation to relevant
into xPlan (including relevant client file checklist(s))
Ensure proper record keeping in line with business
storage into XPlan
Distribute communication(s) to clients as stipulated in the client management
and health keeping)
Distribute communication(s) to clients as requested by the Financial Planner
quality supervision. knowledge and adherence to H&S/HR procedures and regulations Maintain exceptional
quality supervision. knowledge and adherence to H&S/HR procedures and regulations Maintain exceptional
manage security and monitor staff and ensure H&S standards are met
lodgment rules Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)) Ensure proper record keeping in line with business safe storage into XPlan Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
lodgment rules Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)) Ensure proper record keeping in line with business safe storage into XPlan Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
ing and chairing meetings; sales meetings, H&S and security meetings
include:
manage security and monitor staff and ensure H&S standards are met Customer services – train staff
manage security and monitor staff and ensure H&S standards are met Customer services – train staff