supports the Financial Planning Partner(s) in providing the required levels of client services to our Services Implementation of the client services experience, as defined by the Head of Operations. Take full between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are
supports the Financial Planning Partner(s) in providing the required levels of client services to our Services Implementation of the client services experience, as defined by the Head of Operations. Take full between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are