Paraplanner (With Xplan or MidWinter experience)

Tasks:

Check adviser process for compliance
Update or be trained in financial planning software when new versions are released
Update financial planning templates
Update approved product list
Complete ongoing training
Segment client groups according to business needs and service packages
Keep up-to-date with technical knowledge, PD schedules & appropriate strategies
Skills Required
Listen, Transcribe and prepare financial planning file notes
Enter client data into financial planning software or CRM (Xplan or MidWinter)
Send off and follow up Third Party Authority requests from super funds, investment platforms, and insurance providers
Follow up with clients for outstanding information via email
Workshop advice strategies with Adviser
Perform financial modeling for client strategies
Compare different financial planning modeling scenarios for clients
Prepare personal insurance cover analysis and quotes
Compare product comparisons
Prepare Advice documents such as SoA, RoA, and EO documents
Complete client application forms, rollover forms, insurance applications & redemption requests
Client appointment scheduling via email templates