Paraplanner / Client Operations Coordinator

• Prepare comprehensive client review and planning packs.
  
• Gather information from multiple sources and ensure documentation is accurate and complete.
  
• Assist advisers in preparing for client meetings by anticipating information requirements and ensuring supporting material is readily available.
  
• Maintain record-keeping and filing standards.
  

• Manage adviser calendars and client meeting schedules.
  
• Coordinate meeting logistics, documentation and follow-up actions.
  
• Liaise with clients and internal teams regarding meeting arrangements and requirements.
  

• Act as a workflow coordinator or "traffic controller" between advisers and the administration team.
  
• Allocate and monitor tasks to ensure implementation deadlines are met.
  
• Track outstanding actions and escalate bottlenecks where necessary.
  
• Maintain visibility of client deliverables and implementation progress.
  

• Assist with financial planning and investment-related administration.
  
• Coordinate implementation of client recommendations.
  
• Support proposal preparation, client reporting and other adviser deliverables.
  
• Identify opportunities to improve processes and client experiences.
  

• Assist with the development and refinement of internal systems, workflows and technology solutions.
  
• Contribute ideas that improve efficiency and enhance operational scalability.
  
• Work closely with the team as Northstar continues to build and automate processes.
  
  

Requirements

Benefits