information/data.
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
receiving load instructions from the Logistics Planners.
Your areas of responsibi
coordinate any non-conformance with the Logistics Planners.
and offer free access to dieticians, financial planners, and psychologists, as part of their employee
(these include architects, quantity surveyors, town planners, and engineers).
analyzing needs Sales reporting on activities, planners, rolling forecasts, competitors info, market share
analyzing needs
Sales reporting on activities, planners, rolling forecasts, competitors info, market share
field. 2. Certification as a Certified Financial Planner (CFP) or working towards obtaining this certification
analyzing needs Sales reporting on activities, planners, rolling forecasts, competitors info, market share