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Paraplanner East London
Headhunters
East London
opportunity awaits you. Requirements: 4-5 years' experience in the financial services industry. Relevant 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
share this job on whatsappHead Of Legal & Risk
HeadhuntersSandton
law, commercial, contracts, intellectual property, data protection and risk management principles secures (completed articles). 1 – 2 years post articles experience, preferably in a corporate or commercial environment intellectual property, data protection and risk management principles. Experience managing a team of legal commercial contracts, intellectual property, and data protection. Manage and oversee all legal and risk
Head Of Risk Sandton
HeadhuntersSandton
law, commercial, contracts, intellectual property, data protection and risk management principles secures (completed articles). 1 – 2 years post articles experience, preferably in a corporate or commercial environment intellectual property, data protection and risk management principles. Experience managing a team of legal commercial contracts, intellectual property, and data protection. Manage and oversee all legal and risk
Software Application Developer Cpt - Cbd
HeadhuntersCape Town City Centre
and requests received from Clients. Assisting with data manipulation, database changes and database design engineering team to design and launch new features. Experience working with graphic designers and converting Understanding and implementation of security and data protection. Analysing documentation and providing development RESTful Services Minimum 1 - 3 years experience with Portfolio (excluding Internships) Own reliable
Financial Planning Partner Assistant
HeadhuntersEast London
(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services Implementation of the client services experience, as defined by the Head of Operations. Take full 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
Financial Partner East London
HeadhuntersEast London
(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services Implementation of the client services experience, as defined by the Head of Operations. Take full 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
Application Developer Port Elizabeth
HeadhuntersSouth Africa
awaits you Requirements: Minimum 1 - 3 years' experience with Portfolio (excluding Internships) Own reliable and requests received from Clients. Assisting with data manipulation, database changes and database design engineering team to design and launch new features. Experience working with graphic designers and converting Understanding and implementation of security and data protection. Analysing documentation and providing
Hr And Payroll Officer Port Elizabeth
HeadhuntersSouth Africa
Certificate and Diploma in Human Resources. Previous experience within a similar role essential. Ability to give with the company. Responsible for salary advance data and ensuring deductions reflect correctly on the includes tax invoice, proof of payment and certificate data. 3. HR and Company Admin Duties: Ensuring employees
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services: Implementation of the client services experience, as defined by the Head of Operations. Take full 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
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services: Implementation of the client services experience, as defined by the Head of Operations. Take full 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
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