for keeping information private. Successful negotiator and influencer. Analyse information quickly with staff are guided through process. Quarterly Learnerships (interviews, contracts, placements & monitoring)
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planning
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planning
/ Management Accountant to analyse financial information and assist with implementing effective strategies management information systems, alongside establishing effective communication channels to inform management financial information to assist business profitability and growth Gathering and interpreting information to
/ Management Accountant to analyse financial information and assist with implementing effective strategies management information systems, alongside establishing effective communication channels to inform management financial information to assist business profitability and growth Gathering and interpreting information to
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