Ensure that financial services provided is appropriate to identified client needs and risk profile.
Measure client satisfaction. Improve service, gathering feedback from clients and other stakeholders and taking corrective based on feedback received.
Build collaboration with internal stakeholders.
Build relationships with all relevant stakeholders, including product providers both internal and external.
Ensure that product knowledge for self and planners is current.
Ensure transformational target are met.
Contribute to a culture of transformation by participating in the organisations culture building initiatives, and business strategy.
Participate in the development and implement action plans to address issues raised in culture surveys to improve results.
Create a client service culture. Achieve operational excellence.
Encourage team to generate innovative ideas and share knowledge.
