Jobs in

Dimension Data Jobs in East London

Jobs 1-10 of 16

Paraplanner

East London  Monthly

/>1. Client Data Management:

  • Responsible for client data recording on the completeness and accuracy of the data while creating more efficient ways to capture data information (capturing
  • Complete data preparation for client reviews.
  • Check and ensure integrity of client data in the on XPlan.
  • Ensure that the latest client data is integrated and refreshed into Planning Tools
  • Liaise and orientate with the Partner on all data and practice attributes on NAV.
  • Track and


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Paraplanner East London

 HeadhuntersEast London

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


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Planning Assistant NEW

East London  Monthly

to:

Payroll Controller

East London

employee work hours and leave, providing essential data for payroll calculation and reporting.

metrics

  • Conduct regular audits to ensure data integrity and compliance with company policies and


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  • Planning Assistant East London NEW

     HeadhuntersEast London

    expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas


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    Planning Assistant NEW

     HeadhuntersEast London

    expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas


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    Financial Planning Partner Assistant

     HeadhuntersEast London

    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


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    Financial Planning Partner Assistant

    East London  Monthly

    />

    • Collation of all clients related information (data discovery and fact find) and preparation of documentation to date and accurate.
    • Data capture of client demographic data on client relationship management
    • Client financial data capture (ASTUTE, PPs and manual).
    • Data integration between XPlan orientate with the Financial Planning Partner on all data and practice attributes on NAV.


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    Financial Partner East London

     HeadhuntersEast London

    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


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    Accountant

    East London

    clients

  • Processing client accounting records (data capture) and preparation of their records to trial


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