Regional Client Manager
Aon Hewitt Financial Advice, is a licensee tailored for independently minded, self-employed financial advisers and accountants. Aon offers a broad non-institutional APSL, high-quality compliance support and flexible advice solutions. Financial advisers, accountants and their clients are backed by Aon, a global leader in risk management and consulting. My key role and responsibilities are: Continuously build solid relationships with financial planning practices to maintain their loyalty.Acting as a key contact for financial planning practices. Assist advisers set business goals and implement marketing plans, financials, systems, documents and processes. Identify opportunities and provide solutions to increase practice"s revenues.Ensure practices receive the appropriate level of services. Co-ordinate the work of internal and external services providers that deal directly or indirectly with financial advisers on changes within the legislation, learning and development, product, advice strategy, technology and compliance.
