identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with the customer's resources and estate. Provide pro-active, on demand financial service and advice to customers within your allocated customer markets. Providing relevant and appropriate financial advice, hinges on a complete understanding of the
identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with the customer's resources and estate. Provide pro-active, on demand financial service and advice to customers within your allocated customer markets. Providing relevant and appropriate financial advice, hinges on a complete understanding of the