packages and client databases (i.e., IRESS Xplan) Knowledge of regulation and TCF principles. Knowledge of pensions...
packages and client databases (i.e., IRESS Xplan) Knowledge of regulation and TCF principles. Knowledge of pensions...
packages and client databases (i.e., IRESS Xplan) Knowledge of regulation and TCF principles. Knowledge of pensions...
packages and client databases (i.e., IRESS Xplan) Knowledge of regulation and TCF principles. Knowledge of pensions...
. Proficiency with Voyant and research tools such as FE Analytics, Adviser Asset, Iress and Selectapension). Proficiency...
systems, reporting M.I. data to Managers and Directors Technology: Microsoft Office Suite, Iress, Xplan, O&M, Profiler...
See yourself being part of a large, transformational change? This could be the role for you! Who We Are At Iress... and disruptive players, we help improve every aspect of our clients’ businesses so that they can work better, every day. Iress...
and/or Iress CommPay. Formal experience with Business Analysis methodologies. Experience: 5+ years as a Business Analyst...
Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software. Request and obtain... skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as X-Plan and Iress...