Sr - Paraplanner

• Understanding concepts of financial planning.
  


• Understanding various super, pension, investment and insurance related laws and terminologies.
  


• Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
  


• Preparation of cash, super, pension and investment projections.
  


• Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
  


• Collating client data and product information from providers.
  


• Documenting of all reports and correspondence.
  


• Preparing financial calculations and detailed cashflow projections for different scenarios.
  


• Identify and obtain information necessary to complete financial plan.
  


• Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
  


• Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
  


• Prepare investment strategy charts and investment applications.
  


• Call Investment, insurance providers to obtain clients investment details.
  


• Update and maintain all client data on a software.
  


• Review and analyze statement of advice’s prepared by team members.
  

Primary Responsibility

• Receiving the task from the Advisers
  


• Capturing the task request into the Smartsheet
  


• Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
  


• Review of End Users details to determine missing information
  


• Data Collection - Determining & collection of additional information (super & insurance research activity)
  


• Contacting the adviser for clarification / additional information
  


• Data entry
  


• Report Generation & editing
  

Requirements

Minimum Requirements

• Graduate/Post Graduate in finance or relevant degree
  


• Understanding of the financial planning process.
  


• Attention to detail.
  


• Good report writing skills.
  


• Strong command over English.
  


• Ability to work independently and multi task
  

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  CFP an added advantage.
  
  


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  Any additional certifications from FPSB, NCFM etc preferred.
  
  


• 
  
  
  Leadership.
  
  


• 
  
  
  Sound communication skills.
  
  


• 
  
  
  Experience using MS-word and excel.
  
  


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  Strong technical knowledge including insurance, mutual funds, trusts, taxation etc.
  
  


• 
  
  
  Self-motivated and able to take responsibility for own work.
  
  

Benefits