closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records days prior to client engagement. Complete client Personal Goal Plans (PGPs) with the draft record of Advice assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning
stage? This is for you if you are: - A people's person - Willing to cold call and learn phone persuasion
communications skills Best suited to a friendly, organised person who works accurately and is able to handle pressure
need a hunter, a rapid thinker and Self-motivated person with a results-driven approach. We're moving fast
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during