Suitably qualified person with previous experience providing technical and administrative financial planning and recommendations. Prepare financial plans and provide analysis and recommendations to clients. Prepare product offerings available, and changes in product provider rates. Researching existing and potential replacement and estate planning. Other general: Required to provide assistance to all Financial Planners and senior there are team absences due to holidays/illness, provide relief support to those roles, taking on additional
Suitably qualified person with previous experience providing technical and administrative financial planning and recommendations. Prepare financial plans and provide analysis and recommendations to clients. Prepare product offerings available, and changes in product provider rates. Researching existing and potential replacement and estate planning. Other general: Required to provide assistance to all Financial Planners and senior there are team absences due to holidays/illness, provide relief support to those roles, taking on additional
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