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
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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
equivalent; 3 years' relevant experience in finance and admin management. Skills & Competencies: Positive
equivalent; 3 years' relevant experience in finance and admin management. Skills & Competencies: Positive
programme from customer supply measuring data (MESS-PLAN) and convert data received CNC measuring programme for
programme from customer supply measuring data (MESS-PLAN) and convert data received CNC measuring programme for
programme from customer supply measuring data (MESS-PLAN) and convert data received CNC measuring programme for
programme from customer supply measuring data (MESS-PLAN) and convert data received CNC measuring programme for
instruction