Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting methodology and tool sets only. Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning) Responsible for complete data integration from the Company's CRM to various "methodology”
Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting methodology and tool sets only. Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning) Responsible for complete data integration from the Company's CRM to various "methodology”
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planner and insurance 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 Planner and insurance 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
input Handle leave queries Capture and manage training, performance, and IR data in the DNA ESS system Provide annual Employment Equity data Preparation and submission of the annual ROE data Manage Department of Labour the Learning Management System Compile and check data/ information for Company newsletter and presentations
input Handle leave queries Capture and manage training, performance, and IR data in the DNA ESS system Provide annual Employment Equity data Preparation and submission of the annual ROE data Manage Department of Labour the Learning Management System Compile and check data/ information for Company newsletter and presentations
insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive
insurance schedules to the STI tele-advisor for capture prior to the appointment Communicate and receive