Accountable for the successful introduction and management of all new products. Influencing, directing, performance standards. Develops reporting metrics, manages, monitors and regularly reports on projects and microfinance industry Extensive experience in project management - desirable See Description See Description
needs. This will include specialist areas such as Estate Planning (in conjunction with the Adviceworx Fiduciary Implement the agreed solution for clients and manage underwriting and other onboarding requirements
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility methodology and tool sets only. Categories: 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 Planning Partner on planning tools Financial Planning Partner or Business Development Manager can take over the scenario planning function in