Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc) requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new 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
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc) requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new 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
recommendations and guidance on the SAP Finance platforms (SAP S/4HANA Finance, SAP Insurance Analyser, SAP GRC, SAP Solution Architecture experience. Experience SAP S/4 HANA Finance, SAP Insurance Analyser, SAP GRC, SAP
updating of current information CV’s etc. on a regular basis Need to be pro-active and have high level of energy
Engineer to join them on an independent contract basis IT / Finance Experience • Degree or Diploma in Information
Analyst to join them on an independent contract basis IT / Finance Experience • Degree or Diploma in Information
suite) Ability to handle large volumes on a daily basis, prioritise duties and handle pressure In depth
suite) Ability to handle large volumes on a daily basis, prioritise duties and handle pressure In depth
Provide administration support to Project Manager/s and Project teams which includes minute-taking, diary
Project Manager to join them on a short-term contract basis IT / Finance Responsibilities Take responsibility