Competencies: Ambition. Dependability. Innovation. Integrity. Outgoing. Persistence. Persuasion. Planning. expectations but not limited to: Keep up to date with and report on market trends. Identify and prescribe products
Competencies: Ambition. Dependability. Innovation. Integrity. Outgoing. Persistence. Persuasion. Planning. expectations but not limited to: Keep up to date with and report on market trends. Identify and prescribe products
practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner (ASTUTE, PPs and manual). Data integration between XPlan and Integrated Wealth Planning for handover to producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software accurate diary system. (XPlan & Outlook integration) Address all technology issues experienced by
practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner (ASTUTE, PPs and manual). Data integration between XPlan and Integrated Wealth Planning for handover to producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software accurate diary system. (XPlan & Outlook integration) Address all technology issues experienced by
Assists in the maintenance of a risk register, report discrepancies or areas of concern to management creatively whilst demonstrating a high level of integrity. Ensures compliance with all relevant regulations budget preparation process. Compile and submit cost reports. Explores opportunities to control and reduce costs
operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the FAIS in order to better meet their needs. Monitor and report on the success and implementation of client and
operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the FAIS in order to better meet their needs. Monitor and report on the success and implementation of client and
operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the FAIS in order to better meet their needs. Monitor and report on the success and implementation of client and
operational responsibilities. Meet the FAIS honesty, integrity, and good standing requirements. Meet the FAIS in order to better meet their needs. Monitor and report on the success and implementation of client and
practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner (ASTUTE, PPs and manual). Data integration between XPlan and Integrated Wealth Planning for handover to producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software an accurate diary system. (XPlan and Outlook integration). Address all technology issues experienced by