within the "insurance / investments and financial services industry" requires an experienced Paraplanner Experience 4-5 years experience in the financial services industry Relevant tertiary education or courses liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM
within the "insurance / investments and financial services industry" requires an experienced Paraplanner Experience 4-5 years experience in the financial services industry Relevant tertiary education or courses liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM