Data Capturing Or Receptionist Jobs in East London
- East London (8)
Headhunters
Financial Planning Partner Assistant
Headhunters
East 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
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 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
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
Paraplanner
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
Junior Accountant East London
HeadhuntersEast London
initiatives and financial efficiency improvements. Data capturing. Please note should you not receive a response
Reporting Analyst East London
HeadhuntersEast London
to accuracy and data integrity. Responsibilities, but not limited to: Analyse sales data to identify trends
Senior Office Manager East London
HeadhuntersEast London
accurate and timely execution. Analyse financial data and create reports for management, stakeholders
Senior Accountant And Office Manager
HeadhuntersEast London
accurate and timely execution. Analyse financial data and create reports for management, stakeholders
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