A Paraplanner

Description:

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 Companys Endorsed Advice process (preferred advice process).
The Paraplanner is employed to operate within the Companys preferred Advice methodology and tool sets only.

Client data management
Responsible for client data recording on the companys internal CRM software applications, 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 Companys internal CRM to ensure "single view of family" is enabled.
Combine entities for Joint Planning and reporting on system (Families and related parties joint planning).
Responsible for complete data integration from the Companys CRM to various "company methodology" tools.
Ensure completeness and data field labeling in all applications and tools.
Responsible for full data update on the system, post the financial planning process with the client.
Complete data preparation for client reviews.
Check and ensure integrity of client data in the various advice tools and CRMs.

Financial Planning preparation & Client Reviews
Complete the necessary training on the Companys preferred financial planning tools.
Pass competence assessment by Business Development Managers and Financial Planning Partner on planning tools.
Wealth Maps (client repots) must be complete and ready before any client engagement at least 7 days prior to client engagement.
Complete client Personal Goal Plans (PGPs) with the draft record of Advice in preparation for the Partner to finalize for clients.
Complete preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the scenario planning function in IWP.
Check and ensure that all final plans are compliant and saved on system.
Ensure that the latest client data is integrated and refreshed into Planning Tools. Prepare for the client reviews as per the Partner instruction and ensure tool usage for reviews when relevant.
Reach a point of confidence to sit in the client review meetings (Financial Planning Partner makes the assessment on Paraplanner readiness)
Work closely with Assistants, Product Provider support people, Wealth Account Ma