Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring Planning and reporting on XPlan (Families and related parties – joint planning). Complete data preparation Manager are aligned and compliant to mandate). NAV (internal software), IT, Systems and KPIs: All client records
Customer Fairly. Operations Collation of all clients related information (data discovery and fact find) and checklist & lodgment rules. Administration relating to client transfer and new business transactions clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client
Customer Fairly. Operations Collation of all clients related information (data discovery and fact find) and checklist & lodgment rules. Administration relating to client transfer and new business transactions clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client
proficient across all tasks relating to these roles. Reports on key areas relating to business performance
proficient across all tasks relating to these roles. Reports on key areas relating to business performance
limited to: To ensure that all Administration related functions are performed as per company standards