XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's using Astute demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan & Outlook integration) Address all
XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's using Astute demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan & Outlook integration) Address all
Placing of orders as directed. Ensure filing systems/ archiving is carried out. Ensuring Personnel files
compliant to mandate). NAV (internal software), IT, Systems and KPIs: All client records and tasks to be managed