planning The Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration to collaborate very closely with the Financial Planner and Personal Assistant, as well as liaising with by Business Development Managers and Financial Planner on planning tools XPlan Wealth Maps (client repots) Wealth Plans (IWP) to a level where the Financial Planner or Business Development Manager can take over the Tools. Prepare for the client reviews as per the Planner instruction and ensure tool usage for reviews when
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The Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration
to collaborate very closely with the Financial Planner and Personal Assistant, as well as liaising with
by Business Development Managers and Financial Planner on planning tools
XPlan Wealth Maps (client
Wealth Plans (IWP) to a level where the Financial Planner or Business Development Manager can take over the
Prepare for the client reviews as per the Planner instruction and ensure tool usage for reviews when
external networking, benchmarking, and representation on related forums.
required:
to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use
This is a full-time Financial Planner role at Liberty. As a Financial Planner, you will be responsible for
advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios in respect from clients in association with relevant Wealth Planner General administration: – Recording of all client
This is a full-time Financial Planner role at Liberty. As a Financial Planner, you will be responsible for
and cooperative planning between KAM, Account Planner and Account Buyer
will receive preference. • Attention to detail. • Planner and organiser. • Great communication skills