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Paraplanner Westville

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Westville

Ensure completeness and data field labeling in all applications and tools. Responsible for full data planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan. Ensure present in all compliance officer meetings with your Financial Planning Partner(s). Address all remedial mandate). NAV (internal software), IT, Systems and KPIs All client records and tasks to be managed and maintained Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor

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