needs. Identify new business opportunities and develop and Implement strategies, and manage individual relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking financial planning advice to “retained” clients • Develop and implement strategies to obtain and manage business
well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes tools. Pass competence assessment by Business Development Managers and Financial Planning Partner on planning where the Financial Planning Partner or Business Development Manager can take over the scenario planning function from the Partner Operations Manager or Business Development Manager where KPI scores can be improved. Use