supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting sets only. Categories: Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
Team by providing accurate Product and Compliance data. The Product Compliance Specialist will be responsible • Responsible for keeping our Product Compliance data-base up to date. • Calculation and review of forecast
Team by providing accurate Product and Compliance data. The Product Compliance Specialist will be responsible • Responsible for keeping our Product Compliance data-base up to date. • Calculation and review of forecast
accounting software Ability to analyze financial data Excellent organizational and time-management skills
up after meetings to close deals • Inputting of data and cross checking of leads through Client Relationship
duties: • Obtain, calculate and/or analyse financial data; • Preparation of comprehensive financial reports;
up after meetings to close deals • Inputting of data and cross checking of leads through Client Relationship
analytical skills with the ability to interpret data and make informed decisions • Excellent communicator