processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management
Safety and Environmental Compliance. Manage all H&S requirements on site. Establish safety standards and
Safety and Environmental Compliance. Manage all H&S requirements on site. Establish safety standards and
outstanding information. Engage with the treating doctor(s) to ensure appropriate treatment, length of stay and
outstanding information. Engage with the treating doctor(s) to ensure appropriate treatment, length of stay and
Health & Safety: Compliance with all EH & S guidelines and procedures. Responsible for All Plant
queries within the applicable Service Level Agreement/s. Participate in negotiating annual increases for clients
queries within the applicable Service Level Agreement/s. Participate in negotiating annual increases for clients