strong client network, the role of a Financial Planner will be ideal for you. We offer a defined career practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to effectively
research, leads input and moving the customers to the planner activity Setting up constructive appointments for
research, leads input and moving the customers to the planner activity Setting up constructive appointments for
research, leads input and moving the customers to the planner activity Setting up constructive appointments for
research, leads input and moving the customers to the planner activity Setting up constructive appointments for
with company procedures. Using the Weekly call planner (SPI Tool), to work out daily priorities, log and
with company procedures. Using the Weekly call planner (SPI Tool), to work out daily priorities, log and
lost sales and back orders. Submit monthly call planners by the last week of the month for the month ahead
lost sales and back orders. Submit monthly call planners by the last week of the month for the month ahead