and leads and contracts are evaluated for business opportunities Appointments are diarised on a planner and presentations... a formal proposal is secured Visits to clients are made in accordance with planner and/or needs identified through feedback...
A new opportunity has arisen within our client's Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory...
Key Responsibilities: Develop and maintain comprehensive project schedules, including installation, procurement, and drawing programs. Monitor project progress, ensuring alignment with targets and timely completion. Prepare and review ...
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