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
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
planning, including cash flow planning and analysis; Develop, implement and manage financial strategy; and Perform creativity to solve problems Ability to manage and develop the accounts team
and have a passion for continuous learning and development, then we want to hear from you Apply here
strategies within assigned geographical areas Develop strong professional relationships with all the scheduled during evenings and over weekends). Develop an area plan based on the division's strategy -
strategies within assigned geographical areas Develop strong professional relationships with all the scheduled during evenings and over weekends). Develop an area plan based on the division's strategy -
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
join their team. Sales generation / business development in the KZN region - including outlying areas
join their team. Sales generation / business development in the KZN region - including outlying areas
We invest our time and energy into growing and developing individuals to become the best of the best and