liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planner on planning tools XPlan the Financial Planner or Business Development Manager can take over the scenario planning function in
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planner on planning tools XPlan the Financial Planner or Business Development Manager can take over the scenario planning function in