Experienced Paraplanner

* Data entry into Xplan
* Phoning fund managers/insurance companies to obtain client
fund/policy information
* Researching fee comparisons for SOA's using WealthSolver
* Fund Research
* Preparing SOA's in Xplan including using Wealth Solver and providing
projections
* Uploading documents into Xplan
* FDS preparation and management
* Sending newsletters
* Emailing onboarding process to new clients
* Preparation of reports for review meetings
* Social media posting (posts will be pre prepared)
* CRM management
* Sending review emails
* Writing up client file notes
* Implementing recommendations
* Helping formulate processes and procedures