The purpose is to develop additional business from an existing client base within the organisation by working closely with the Financial Advisors
You will provide business development support and para planning to the Financial Advisors and the Senior BDM.
You will ensure each Financial Advisor supports and executes on the AW endorsed advisory processes. […]
You will assist in developing, activating and executing on an Advisors prospecting plans. […]
Execute client endorsed advisory plans and annual reviews on behalf of the senior BDM and with the Advisors.
Identifying and developing client opportunities...