well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes tools. Pass competence assessment by Business Development Managers and Financial Planning Partner on planning where the Financial Planning Partner or Business Development Manager can take over the scenario planning function from the Partner Operations Manager or Business Development Manager where KPI scores can be improved. Use
and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance