Paraplanner (With Xplan or MidWinter experience)
Paraplanner (With Xplan or MidWinter experience)
Full-time
AEST (Australian Eastern Standard Time)
Tasks:
- Check adviser process for compliance
- Update or be trained in financial planning software when new versions are released
- Update financial planning templates
- Update approved product list
- Complete ongoing training
- Segment client groups according to business needs and service packages
- Keep up-to-date with technical knowledge, PD schedules & appropriate strategies
Skills Required
- Listen, Transcribe, and prepare financial planning file notes
- Enter client data into financial planning software or CRM (Xplan or MidWinter)
- Xtools
- Send off and follow up Third Party Authority requests from super funds, investment platforms, and insurance providers
- Follow up with clients for outstanding information via email
- Workshop advice strategies with Adviser
- Perform financial modeling for client strategies
- Compare different financial planning modeling scenarios for clients
- Prepare personal insurance cover analysis and quotes
- Compare product comparisons
- Prepare Advice documents such as SoA, RoA, and EO documents
- Complete client application forms, rollover forms, insurance applications & redemption requests
- Client appointment scheduling via email templates
VAT2023-02-08T11:02:32+10:00
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