clients related information (data discovery and fact find) and preparation of documentation for engagement client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting portfolio’s using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date
and returning students by means of programme information presentations, an overview of pertinent academic Attends informal meet-and-greet sessions with students. Facilitates Programme Information Sessions by life on campus. Facilitates follow-up Programme Information Sessions by way of email broadcasts that occur that drip feed policy and procedure related information to the students as is deemed necessary by the to canvas student concerns and share relevant information. Provides assignment submission support with
business as well as the willingness to share information and knowledge with your colleagues. The position is
Responsibilities – Litigation – Typing of legal documents – Drafting of legal contracts – Administration
current provision, and future aims Analysing information and preparing plans best suited to individual Researching the marketplace and providing clients with information on new and existing products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and responding to clients listening skills The capability to explain complex information simply and clearly The ability to network and
current provision, and future aims Analysing information and preparing plans best suited to individual Researching the marketplace and providing clients with information on new and existing products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and responding to clients listening skills The capability to explain complex information simply and clearly The ability to network and
creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients’ comprehensive into XPlan. Full awareness and understanding of information available on NAV to support the Financial Planning for clients in the financial planning process. Knowledge Financial Services Industry Understanding of FAIS legislation Financial planning fundamentals and product knowledge. Competencies Computer skills: Microsoft Office
analytical and reporting skills who can interrogate, inform and report on data to manage and ultimately grow
Computer Science, Data Science, Business Science, Information Systems) and have a passion for continuous learning
end & year end close process • Compile VAT information for review • Control over the fixed asset register