clientââ¬â¢s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy
Purpose of role: The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole. The incumbent takes responsibility for overseeing the administrative, operations and client services suppor
join our team & to build a career as a financial planner with Discovery. The individual will be responsible
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped
clientââ¬â¢s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy
clientââ¬â¢s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy