Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s)
experience Excellent communication and client liaison abilities Knowledge of environmental regulations
experience Excellent communication and client liaison abilities Knowledge of environmental regulations
clients and setting up meetings, either within an office environment or in clients' homes or business premises products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and
clients and setting up meetings, either within an office environment or in clients' homes or business premises products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and
Perform analysis using financial models/datasets Assist in marking up and preparing various reports and Develop company's financial modelling competencies Assist with business development and general project management
Weekly and monthly ncentives Motivating and exciting office environment
Weekly and monthly ncentives Motivating and exciting office environment