overseeing the administration of the financial planning practice, including compliance, revisions, and existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations Oversee Oversee the administration of a financial planning practice, including but not limited to compliance,
overseeing the administration of the financial planning practice, including compliance, revisions, and existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations Oversee Oversee the administration of a financial planning practice, including but not limited to compliance,
requirements. The role requires strong training, planning, coordinating, reporting and communication skills provide ongoing training according to annual training plans and growth processes Conduct training according conducting both face to face and online training Strong planning, training and development skills Strong affinity
requirements. The role requires strong training, planning, coordinating, reporting and communication skills provide ongoing training according to annual training plans and growth processes Conduct training according conducting both face to face and online training Strong planning, training and development skills Strong affinity