but not limited to: 1. Client Data Management: Responsible for client data recording on the company's internal completeness and accuracy of the data while creating more efficient ways to capture data information (capturing planning). Complete data preparation for client reviews. Check and ensure integrity of client data in the various and saved on XPlan. Ensure that the latest client data is integrated and refreshed into Planning Tools Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
responsible for, but not limited to: Data exporting, collating and updating Data analysis and reporting on key
responsible for, but not limited to: Data exporting, collating and updating Data analysis and reporting on key
programme from customer supply measuring data (MESS-PLAN) and convert data received CNC measuring programme for
programme from customer supply measuring data (MESS-PLAN) and convert data received CNC measuring programme for
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
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
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
responsibilities, spanning from managing employee data and payroll processing to providing support in various legislation. Key Responsibilities : Payroll Processing: Data capturing ensuring accuracy and compliance with requirements. Excellent attention to detail and accuracy in data entry and calculations. Effective communication