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
care legislations 3 Years management experience Shift Working SAP experience preferably Compulsory BLS Advanced Computer Literacy Monthly plus Basic salary, shift allowance, medical aid, provident fund, meal allowance
care legislations 3 Years management experience Shift Working SAP experience preferably Compulsory BLS Advanced Computer Literacy Monthly plus Basic salary, shift allowance, medical aid, provident fund, meal allowance
Internal administrative duties, gathering and capturing of checklists (weekly, monthly, annual, etc.) correspondence like certificates, data, protocols, paperwork, measuring protocols, MDE Data, MOM's, emails, etc. Support
Internal administrative duties, gathering and capturing of checklists (weekly, monthly, annual, etc.) correspondence like certificates, data, protocols, paperwork, measuring protocols, MDE Data, MOM's, emails, etc. Support
the training center Will work shifts which do not correspond to normal shift times Required to work overtime
Submission of credit note requests for approval and capturing of credit notes once approved. REQUIREMENTS Good