Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
projects. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
projects. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
others. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation 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 orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support:
volumes of data (meticulous attention to entry of data, comfortable dealing with huge volumes of data, etc financial transactions by posting and verifying data. Define bookkeeping policies and procedures. Develop maintain fixed asset registers. Prepare information and data for auditors. Prepare budget and monitor variances
volumes of data (meticulous attention to entry of data, comfortable dealing with huge volumes of data, etc financial transactions by posting and verifying data. Define bookkeeping policies and procedures. Develop maintain fixed asset registers. Prepare information and data for auditors. Prepare budget and monitor variances
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
detail. Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;