** JUNIOR PARAPLANNER **
- Develop comprehensive Statements of Advice (SoAs) and Records of Advice (RoAs), ensuring a high level of accuracy and compliance with regulatory requirements.
- Use Xtools within Xplan to build detailed financial models, including cash flow modelling and retirement projections.
- Conduct thorough insurance needs analyses and prepare initial quotes across a range of providers to support effective risk management strategies.
- Liaise directly with superannuation funds and insurance providers to obtain statements and product information required for advice preparation.
- Carry out targeted research on financial products and investment options to support the development of tailored client recommendations.
- Work closely with senior paraplanners and financial advisers to develop and implement personalised financial strategies for clients.
- Create financial models and projections to support the development of personalized financial plans.
- Conduct research on investment options, and financial products to assist in the formulation of investment recommendations.
- Prepare financial planning documents ensuring accuracy and compliance with regulatory standards.
- Collaborate with senior paraplanners and financial advisers to develop appropriate financial strategies and investment recommendations for clients.
** CLIENT RELATIONS OFFICER **
- Oversee the administration of client accounts, including account openings, transfers, and updates to client information.
- Provide administrative support to financial advisers such as scheduling client meetings, maintaining client records, and managing paperwork.
- Efficiently manage tasks and prioritize workload to meet deadlines and ensure timely delivery of financial plans.
- Gather and organize client financial information to create a comprehensive financial profile.
- Collaborate with internal teams, including financial advisers, analysts, and compliance officers, to provide comprehensive client support.
Verified
