rebates, marketing funding for events, funded heads through marketing programs, and international rebates;
client events with Financial Planner (when required) Host and entertain clients at marketing events Function
client events with Financial Planner (when required) Host and entertain clients at marketing events Function
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business
relationships with support teams, including events, brand and marketing teams. Collaboration with business units
relationships with support teams, including events, brand and marketing teams. Collaboration with business units
networking events, conferences etc. Reporting and Communication: report on country performance, market trends
networking events, conferences etc. Reporting and Communication: report on country performance, market trends
networking events, conferences etc. Reporting and Communication: report on country performance, market trends
networking events, conferences etc. Reporting and Communication: report on country performance, market trends