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
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
and forecasts. Maintain product and pricing information on customer portals and internally. Collaborate Conduct market research and competitive analysis to inform sales strategies and positioning. Provide recommendations
analysis packs. Audit financial transactions and documents to ensure accuracy and compliance. Comply with
analysis packs. Audit financial transactions and documents to ensure accuracy and compliance. Comply with
analysis packs. Audit financial transactions and documents to ensure accuracy and compliance. Comply with
creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive into XPlan. Full awareness and understanding of information available on NAV to support the Financial Planning
creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive into XPlan. Full awareness and understanding of information available on NAV to support the Financial Planning