Job Description
This financial planning firm provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are looking for an experienced Paraplanner to join the team.
Role and Responsibilities
1. You will work closely with the MD and team of highly qualified Advisers, to ensure client receive an excellent level of service and all deadlines are met.
2. Produce review documents and suitability reports.
3. Using relevant tools research product suitability and services ensuring that our clients have the best whole of market advice made available to them when they need it.
4. Input into and follow the Company Central Investment Proposition.
5. Ensure that all relevant technical paperwork is prepared and ready for presentation to the client by the Adviser.
6. Follow up and discuss with the Provider, Adviser, Client or Administrator as necessary ensuring a regular communication flow in order that business is concluded.
7. Ensure registers and logs are kept up to date and reviewed on a regular basis.
8. Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion.
9. Keep up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role.
10. Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by collea...