support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in
relevant information from the Sales Administrators/ consultants and give continuous customer feedback on matters
changing business requirements. Employees will be consulted on any changes. Employee's performance will be
changing business requirements. Employees will be consulted on any changes. Employee's performance will be
investment applications.
strategic objectives into Operations Plan in consultation with the Operations Management Team. Develop
strategic objectives into Operations Plan in consultation with the Operations Management Team. Develop
investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers &
investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers &
support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial