XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's using Astute demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan & Outlook integration) Address all
including leading teams. Sage or similar accounting system experience. Key Responsibilities: Manage a team
including leading teams. Sage or similar accounting system experience. Key Responsibilities: Manage a team
Manage monthly utilities, building management systems and provide cost saving solutions· Execute the
Manage monthly utilities, building management systems and provide cost saving solutions· Execute the
via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client portfolio's using Astute demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan and Outlook integration). Address all technology
via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client portfolio's using Astute demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan and Outlook integration). Address all technology
excel. Pro-active in general technology driven systems. Good knowledge of the Financial Planning Industry
excel. Pro-active in general technology driven systems. Good knowledge of the Financial Planning Industry
Maintenance of the employee database on the commission system. Monitor and reconcile the daily bank statement