processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc Submission of new insurance business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc Submission of new insurance business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
advantageous
development using Vue.JS (the team uses Vue 3, but it’s not a requirement if you have experience with other
emerging technologies and industry trends Bachelor ' s degree (or equivalent work experience ) in computer
expenses
workshop is kept clean at all times • Ensure that H&S standards are being maintained and adhered to • Maintain
expenses
of requirements with relevant business stakeholder/s. • Testing of software applications and supporting
Specification