ience with booking of flights etc.
ensuring accuracy and timeliness.
Schedules are up to date and accurate.
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Our Client
A newly established digital first business within the Company Group on a mission to democratize financial advice and solutions for everyone across the African continent. They exist to pioneer inclusive financial confidence helping people build strong foundations