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Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
and exit interviews. Manage the capturing of HR information and data into the relevant systems and assure assure the integrity of the data. Provide advice and information to management and employees on HR policies
and exit interviews. Manage the capturing of HR information and data into the relevant systems and assure assure the integrity of the data. Provide advice and information to management and employees on HR policies
filing, checking and submitting tax returns, capturing tax returns and assessments opening new tax files
prepare detailed reports on field trials, monitoring data, and technical findings, facilitating, communication
programs to meet quality objectives. Analyse production data and reports to detect inefficiencies or need for
meet quality objectives.
Analyse production data and reports to detect inefficiencies or need for