Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard. They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
The role:
The purpose of this role is to support the existing Paraplanner & Financial Planners, taking responsibility for preparation and maintenance of client files, preparation and implementations of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs.
Duties and Responsibilities:
Your key duties and responsibilities will include but not be limited to:
Preparation & maintenance of client files
* Ensure completeness of client file/data gathering
* Confirm risk profile is determined and updated
* Check all compliance paperwork is present
Preparation of recommendations
1. Identify and obtain information necessary to compile clients recommendation/ cash flow forecast.
2. Liaise with Paraplanni...