Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
and orderly). Creditors control (includes all capturing, reconciliations, queries, credit limits, opening Control company card transaction (includes all capturing, reconciliations, top-ups, queries – fleet, credit
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive