Client Authorities for preparing portfolios via Astute, Fact Finding, checking them
as well
Client Authorities for preparing portfolio's via Astute, Fact Finding, checking them as well as uploading
Client Authorities for preparing portfolio's via Astute, Fact Finding, checking them as well as uploading
relationship-building skills.
and relationship-building skills. Commercially astute and perceptive. Target-driven and ambitious. Detail-oriented
and relationship-building skills. Commercially astute and perceptive. Target-driven and ambitious. Detail-oriented
relationship-building skills.
procedures and objectives. The incumbent will need to be astute in financial accounting standards, relevant legislation
Systems: Preparation of client portfolio's using Astute and / or product provider information. Ensuring management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan
prevention systems and safety programs including security equipment and software