Description:
Purpose of role:
Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development Manager
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records of advice, and ensuring compliance with the Company’s Endorsed Advice process (preferred advice process). The Paraplanner is employed to operate within the Company’s preferred Advice methodology and tool sets only.
Categories:
Client data management Responsible for client data recording on the company’s internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients’ comprehensive wealth position. Management of joint entities on the Company’s internal CRM (XPlan) to ensure “single view of family” is enabled.