Paraplanners are responsible for collating documents from clients and completing the baseline, non-customer-facing work for a financial planning session.
DUTIES AND RESPONSIBILITIES
• Preparing financial planning documentation (Statement of Advice), ready for endorsement by the senior team members.
• Entering client data into software, such as XPlan & Salesforce.
QUALIFICATIONS
• Several years’ experience supporting financial advisers in writing Statements of Advice.
• Strong understanding of financial products and services
• Strong analytical skills, specifically analysing financial records and providing detailed technical commentary.
• Strong organisation skills with the ability to manage multiple caseloads at any one time.
• Excellent written and verbal communication with colleagues and clients.
• Positive, professional, friendly, and helpful manner.
