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
Ordering agency supplies and managing general admin. Please note should you not receive a response within
Ordering agency supplies and managing general admin. Please note should you not receive a response within
Assisting with client queries. Assisting with general admin if required. Requesting of Natis documents at relevant
Assisting with client queries. Assisting with general admin if required. Requesting of Natis documents at relevant
skills, along with the ability to translate financial data into executable insights. Excellent communication functions and operations, as well as the supply of data for informed decision-making. Business savvy and
skills, along with the ability to translate financial data into executable insights. Excellent communication functions and operations, as well as the supply of data for informed decision-making. Business savvy and
Teamwork Examining information (interrogate claims data) Articulating information Upholding standards Accountability
Teamwork Examining information (interrogate claims data) Articulating information Upholding standards Accountability