the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with data integration, financial plan preparation, assisting with scenario planning (if competent), assisting entities for Joint Planning and reporting on XPlan (Families and related parties – joint planning). Responsible full data update on XPlan, post the financial planning process with the client. Complete data preparation
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financial planning support to clients Cultivate strong client relationships Prepare financial plans and check to prospective customer queries about financial planning Improve people's lives by making their financial legislative changes that may affect financial planning Communicate with clients to learn about their
financial planning support to clients Cultivate strong client relationships Prepare financial plans and check to prospective customer queries about financial planning Improve people's lives by making their financial legislative changes that may affect financial planning Communicate with clients to learn about their
in an FMCG (or similar) organisation spanning planning and distribution functions. Experience in client Responsibilities include but are not limited to: Strategic Planning & Execution Develop and implement logistics and improvements. Project & Change Management Plan and deliver logistics engineering projects within for strategic projects. Employ Advanced Quality Planning (AQP) to mitigate risks before implementation
during evenings and over weekends). Develop an area plan based on the division's strategy - ensuring strategic strategic customers and products are included Pre-call planning should be completed prior to each call and must at all times Identify customer Training needs and plan training sessions accordingly Ensure product and
during evenings and over weekends). Develop an area plan based on the division's strategy - ensuring strategic strategic customers and products are included Pre-call planning should be completed prior to each call and must at all times Identify customer Training needs and plan training sessions accordingly Ensure product and
account Answer sales queries Plan delivery schedule for the following day Plan production schedule for the account Answer sales queries Plan delivery schedule for the following day Plan production schedule for the
signboards, etc. internal sales materials marketing plans & strategies marketing forecasts, budgets and
candidate will be responsible for the following: • Plan, assign & review staff work • Support month