and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general provide assistance to all Financial Planners and senior management with any general office duties, from time
Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general provide assistance to all Financial Planners and senior management with any general office duties, from time
essential. Must be computer literate in Microsoft Office and Sharepoint ; XPlan, IWP and PGP will be advantageous planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan. Ensure NAV (internal software), IT, Systems and KPIs: All client records and tasks to be managed and maintained Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas
and Allocating functions, being proficient across all tasks relating to these roles. Reports on key areas
audits. Tax: (Corporate, VAT, Payroll). Ensure that all companies are tax compliant through timeous payments
audits. Tax: (Corporate, VAT, Payroll). Ensure that all companies are tax compliant through timeous payments