ensure tool usage for reviews when relevant. Reach a point of confidence to sit in the client review meetings practice attributes on NAV. Track and monitor your Key Performance Indicators score on NAV. Request assistance clients at marketing events. Function as a primary point of contact for clients in the financial planning
Aid Group Benefits The opportunity to study a National Diploma in Financial Planning Flexibility of managing
risk. Building and maintaining relationships with key stakeholders in the broader SME market. Monitoring
risk. Building and maintaining relationships with key stakeholders in the broader SME market. Monitoring