and criminal record. A proactive, commercially astute individual with a drive for career progression
and criminal record. A proactive, commercially astute individual with a drive for career progression
timetable. Requirements: Qualified QS. Commercially astute, numerate, risk averse & able to accurately
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
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
Commercial Acumen : You're commercially and financially astute, able to spot opportunities and drive sales growth
Commercial Acumen : You're commercially and financially astute, able to spot opportunities and drive sales growth
FNA's prep Identify shortfalls & opportunities Astute downloads to data capturer Estate Planning – Estate
and Visualisation. Analytical, and numerically astute with strong proven problem identification and solution
Client Authorities for preparing portfolio's via Astute, Fact Finding, checking them as well as uploading