appointments with financial planners, Brokers, and Wealth managers.
Daily correspondences with buyers/planners and suppliers. Building and maintaining excellent working
Daily correspondences with buyers/planners and suppliers. Building and maintaining excellent working
and para-planners to ensure the smooth implementation of financial solutions
A thriving business opportunity exists for a performance driven individual. If you are entrepreneurial, self-motivated and people orientated, with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined career path, the best training in the industry, mentor
A thriving business opportunity exists for a performance driven individual. If you are entrepreneurial, self-motivated and people orientated, with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined career path, the best training in the industry, mentor
appointments with financial planners, brokers, and wealth managers. Relationship Building: Build and maintain
para-planners to ensure the smooth implementation of financial solutions
ü Building relationships
Key Responsibilities: