Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan and Outlook integration) Address all technology issues experienced by the Financial Planning and KPIs Full awareness and understanding of information available on NAV to support the Financial Planning
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan and Outlook integration) Address all technology issues experienced by the Financial Planning and KPIs Full awareness and understanding of information available on NAV to support the Financial Planning
redirecting as appropriate. 7. Manage confidential information with discretion and maintain confidentiality