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Paraplanner
East London
Monthly
/>1. Client Data Management:
- Responsible for client data recording on the accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc
- Complete data preparation for client reviews.
- Check and ensure integrity of client data in the on XPlan.
- Ensure that the latest client data is integrated and refreshed into Planning Tools
- Liaise and orientate with the Partner on all data and practice attributes on NAV.
- Track and
share this job on whatsappFinancial Planning Partner Assistant
HeadhuntersEast London
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and 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
Financial Planning Partner Assistant
East London
Monthly />
- Collation of all clients related information (data discovery and fact find) and preparation of documentation Planning Partner and client.
- FICA and AML capture and checking on client onboard process.
- Checking fees are received from the relevant PPs.
- Capture and checking of new business documentation to ensure to date and accurate.
- Data capture of client demographic data on client relationship management
- Client financial data capture (ASTUTE, PPs and manual).
- Data integration between XPlan
Financial Partner East London
HeadhuntersEast London
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and 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
Office Administrator (automotive)
East London
Administrator to assist with various administrative tasks (Data entry, document preparation, filing, basic accounting tasks ie: invoice processing and other general admin. duties) within our client's automotive company effectively
Strong attention to detail and accuracy in data entry and record-keeping
Must be able to work
Paraplanner East London
HeadhuntersEast London
but not limited to: 1. 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 planning). Complete data preparation for client reviews. Check and ensure integrity of client data in the various and saved on XPlan. Ensure that the latest client data is integrated and refreshed into Planning Tools Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
Senior Hr Administration Officer
East London
SENIOR HR ADMIN OFFICER
Manufacturing concern is seeking a highly experienced HR Admin Officer
Sales Representative
East London
Market related issues
Accountant
East London
clients
Payroll Administrator
East London
Negotiable Monthly minimum
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