Senior Paraplanner

This is a remote position.

An amazing opportunity to work with a leading dynamic Australian Financial Services company for a talented and innovative experienced Paraplanner. You will have a minimum of 4 years of experience in Australian Paraplanning/Financial Planning along with demonstrated experience working with an Australian Client.

Key Selection criteria

• At least 4 years of experience in Australian Paraplanning/Financial Planning
  
• Experience in writing Statement of Advice Records of Advice and Strategy Documents
  
• Prior experience with superannuation/pension insurance and investment applications generating client reports
  
• Indepth knowledge of Platform Plus must be able to complete detailed cash flow illustrations super/pension/investment comparisons and insurance comparison report
  
• Experience in modelling various scenarios within Platform Plus XTools XTools CALM
  
• Strong English communication skills both verbal and written
  
• Excellent time management skills and can multitask and articulate what work has been completed and what still needs to be completed
  
• Professional nature and understanding of privacy laws and confidentiality
  
• Problem solver and able to understand what needs to be done and how to do it quickly
  
• Ideally familiar with time management and remote desktop software
  

Requirements

Paraplanning

• Preparing detailed and accurate Statements of Advice
  
• Financial modelling illustrations using Platform Plus XTools CALM
  
• Research products & prepare comparisons
  
• Enter information collected from clients into CRM
  
• Prepare SOA s and ROAs for clients on behalf of advisers.
  
• To implement financial plans on behalf of financial planners.
  
• Assist in the development and implementation of servicing policies and procedures and maintenance of ongoing client service.
  
• Must have a complete understanding of the Australian financial planning legislation and compliance rules and regulations
  
• Review and check if documents are complete and details for SOA and product recommendation
  
• Compute and provide product fees and administration fees for the particular Investment Product. Includes product replacement and fees table for SOA.
  
• Prepare replacement insurance recommendation Centre Link Age Pension Report Retirement Analysis
  
• Work with Insurance provider to generate insurance quote
  

Administration

• Assist Financial Planner with the administrative duties related to their clients and ongoing business management
  
• Contacting superannuation investment and insurance companies to collect client information
  
• Entering client information into the advisors Client Relationship Management program (Platform Plus)
  
• Undertaking super investment and insurance product comparison reports using the financial planning software and product providers website/specific software (Omnilife Product Rex)
  
• Portfolio and CRM Management Financial Strategies and Client Coordination
  
• Monitoring and updating the workflow software program
  
• Creating Fee Disclosure Statements Ongoing Service Agreements Initial Client Engagement Letter Fee Consent Forms and more
  
• Data entry and filing of Files to Adviser CRM
  
• Tracking the progress of superannuation/pension insurance and investment applications and other documents to complete
  
• Establishing Data Feeds
  
• Keeping track of Platform Plus tasks FDS Dates Renewal Dates and Ad hoc administration duties as they arise
  
• Keeping track of technical strategy changes and investment market
  

Benefits

• 10 days annual leave credits
  
• 5 days of sick leave