Role: Senior Paraplanner
Position Overview
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients. You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
Key ResponsibilitiesAs a member of the paraplanning team, you will work collaboratively with the financial planners. Responsibilities include:
1. Financial Planner Support: Providing support to the financial planners in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.
2. Reviewing Client Needs: Working closely with the financial planners to review client information from fact finds, meeting notes and existing records to gain a good understanding of the client profile, needs and objectives.
3. Research: Undertaking relevant research and gathering supporting documentation and application paperwork for the advice.
4. Financial Plans: In collaboration with financial planners, constructing high-quality financial plans for clients in a timely manner, ensuring their accuracy, compliance and adherence to industry regulations and internal standards.
5. Quality Assurance: Ensuring client files contain all required d...