As a paraplanner, I support the financial advisers and wealth managers directly in serving existing and potential clients by performing the following tasks:1. Prepare advice documents such as Statement of Advice and Record of Advice documents
2. Prepare insurance, superannuation strategy projections using Xplan
3. Compare different financial planning modelling scenarios for clients
4. Enter and update client's investment portfolios using a financial planning software (Xplan)
5. Prepare client review documents related to investment strategy and portfolio re-weighting
6. Complete client application forms, rollover forms & redemption requests
7. Administrative and other tasks
8. Team Leader and manage the team workload and workflow processes.
