sales technology stacks and proficiency in using CRM tools such as HubSpot. See Description See Description
to the client's needs, concerns, and objectives Managing an ongoing sales pipeline Generating your own building relationships with key decision makers Managing and reporting on sales activities Understanding Fantastic communication and people skills Ability to manage complex projects and clients Minimum 7 years experience
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Client data management Responsible for client data recording on the company's internal CRM software applications comprehensive wealth position. Management of joint entities on the Company's internal CRM (XPlan) to ensure “single for complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews
call reports and interview booking trackers and the CRM system.Ensure interview forms are completed correctly exceptional organisational abilities. Excellent time management skills to handle multiple tasks and work under
teams. Strategic problem-solving is required to manage expectations and risks identified by all stakeholders high-value projects and keep track of and successfully manage all elements on each high value project Analytical
teams. Strategic problem-solving is required to manage expectations and risks identified by all stakeholders high-value projects and keep track of and successfully manage all elements on each high value project Analytical
accurately and is able to handle pressure Good time management skills See Description See Description
version control systems (e.g., Git) for code management and collaboration. Identifying and addressing
exceptional organizational abilities. • Excellent time management skills to handle multiple tasks and work under
exceptional organizational abilities. • Excellent time management skills to handle multiple tasks and work under