ParaPlanner - financial services 28000.00  

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Description

The most challenging aspect of this role would be to influence and change the financial planning practice to be more efficient and quality driven. […]
o Complete preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the scenario planning function in IWP. […]
o Ensure that the latest client data is integrated and refreshed into Planning Tools. Prepare for the client reviews as per the Partner instruction and ensure tool usage for reviews when relevant. […]
o Work closely with Assistants, Product Provider support...

10 days ago from: pnet.co.za

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