essential At least 8 years marketing experience, preferably at management level Advanced computer literacy marketing tools and resources that support their sales initiatives. Customer Relationship Management inform and educate staff on any marketing aspect. Effectively manages the application of the staff uniform
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business