The Business Enablement: Advice Review role is required to manage advice risk in the business by monitoring and driving quality assurance and adherence to internal compliance requirements in Advisor offices. Including in-depth analysis of advice scores and reports (both internally and externally) to
The Business Enablement: Advice Review role is required to manage advice risk in the business by monitoring and driving quality assurance and adherence to internal compliance requirements in Advisor offices. Including in-depth analysis of advice scores and reports (both internally and externally) to
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