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Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to to the Clients on existing Discovery business to advise correctly without any duplication. Always maintain done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to to the Clients on existing Discovery business to advise correctly without any duplication. Always maintain done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business
Car Auction Sales
Develop financial offers with Financial Services for demos and other used cars. Engage with Financial Services Services to steer/ manage residual values for financial services products. Responsible for the GFV remarketing remarketing process together with Financial Services. Planning and implementation of Dealer Used Car sales Analytical skills. Computing skills Understanding of financial principles and business management. Product and
Analytical skills Computing skills Understanding of financial principles and business management Product and used car auction sales Develop financial offers together with Audi Financial Services for demos and other Engage with Audi Financial Services to steer/ manage Audi residual values for financial services products the GFV remarketing process together with Audi Financial Services Planning and implementation of dealer
Analytical skills Computing skills Understanding of financial principles and business management Product and used car auction sales Develop financial offers together with Audi Financial Services for demos and other Engage with Audi Financial Services to steer/ manage Audi residual values for financial services products the GFV remarketing process together with Audi Financial Services Planning and implementation of dealer
Auction Sales
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently