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Paraplanner Westville

 Catch RecruitWestville

closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy completeness and data field labeling in all applications and tools. Responsible for full data update assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account


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