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Financial Planning Partner Assistant
Headhunters
East London
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
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