Document Information Science Jobs in East London, Eastern Cape
Financial Planning Partner Assistant NEW
Headhunters
East London
clients related information (data discovery and fact find) and preparation of documentation for engagement client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date
share this job on whatsappFinancial Partner East London NEW
HeadhuntersEast London
clients related information (data discovery and fact find) and preparation of documentation for engagement client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date
Paraplanner East London
HeadhuntersEast London
creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive X Plan. Full awareness and understanding of information available on NAV to support the Financial Planning
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