Exposure to financial planning The Paraplanner supports the Financial Planner in the data fulfilment and recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy completeness and data field labeling in all applications and tools Responsible for full data update on Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship
Exposure to financial planning The Paraplanner supports the Financial Planner in the data fulfilment and recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy completeness and data field labeling in all applications and tools Responsible for full data update on Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship