practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner and product (ASTUTE, PPs and manual). Data integration between XPlan and Integrated Wealth Planning for handover to producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software accurate diary system. (XPlan & Outlook integration) Address all technology issues experienced by
practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner and product (ASTUTE, PPs and manual). Data integration between XPlan and Integrated Wealth Planning for handover to producing and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software accurate diary system. (XPlan & Outlook integration) Address all technology issues experienced by
2, ISO 9001, OHSAS 18001 ISO45001 or ISO14001 Reporting to the Site Manager. Managing maintaining the Assist site manager with investigations / near miss reports / NCR's / HPH's Identify risks in various workplaces planning meetings with the client Generating monthly reports Assist with Project Planning where necessary Monthly
Centre & General Admin: Receive breakdown reports from customer and log the call with the relevant
Centre & General Admin: Receive breakdown reports from customer and log the call with the relevant