via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client portfolio's using Astute demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs Partner's practice). Maintain an accurate diary system. (XPlan and Outlook integration). Address all technology
excel. Pro-active in general technology driven systems. Good knowledge of the Financial Planning Industry
excel. Pro-active in general technology driven systems. Good knowledge of the Financial Planning Industry