Junior Paraplanner in HCM

JOB DESCRIPTION:
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  • To provide ongoing support to an Australian based client in the provision of advice and ongoing service to its clients.
  • Work with the team to prepare initial financial strategies to meet clients’ objectives based on the existing situation of clients
  • Prepare required review documents to assist the client in meeting their ongoing service requirements to their clients in a timely fashion
  • Assist advisers and client service managers in responding to simple client requests at any time

Develop financial strategies to meet client’s objectives based on the existing situation of clients:

  • Ensure all client data and information correctly entered in XPlan (financial planning software)
  • Assist client service managers in communicating with clients from the initial discussion right through to Strategy Presentation
  • Research and develop a thorough understanding of current financial situation of clients
  • Prepare comparisons between existing products and proposed products to allow advisers and client service managers to make educated decisions on how to proceed with document preparation
  • Work with the Client Service Manager and Advisers to prepare the financial strategy based on information provided and research completed
  • Prepare all required documents advice documents and applications for advisers to presentation to clients
  • Assist with adviser calendar management
  • Work closely with the compliance department to ensure all obligations are being met.

Ensure that the client’s financial objectives are met year to year – in consultation with the Client Service Manager and Adviser:

  • Review client portfolio to ensure goals and objectives are aligned with desirable outcomes.
  • Update all new information from last review meeting as well as any correspondence throughout the year
  • Review client’s insurance needs in terms of current financial position and life stage
  • Prepare Annual Review packs for all scheduled review meetings for your pod including reporting, presentation, investment rebalance documents.
  • Work closely with compliance department to ensure all obligations are being met

Assist advisers in responding to client’s request any time

  • Develop a good understanding of the client’s situation
  • The ability to research information required and prepare an articulate response for the adviser to communicate with the client
  • Ensure that clients are kept in the loop and communicated with regularly until the query is resolved

Administrative Tasks

  • Ad-Hoc Completion of basic administrative tasks
  • Ensuring all documentation is saved in correct areas on the server and named appropriately
  • Completion of daily activity tracker to log your activity for the day
  • Ensuring databases are continually kept up to date
  • Self-management of allocated tasks via XPLAN to ensure clients are receiving the highest level of service
  • Work collaboratively with all Pod members and staff in all 3 locations

ESSENTIAL QUALIFICATIONS:

  • Degree qualified in Financial related areas, ie. Business, Commerce, Finance, Accounting
  • Foreign education and work experience preferred
  • Fluent communication in English (written and oral)
  • Need to be adaptive and independent
  • Concentration on objectives, task-driven with the ability to think on your feet, have a proactive approach and work unsupervised
  • Ability to develop a cohesive work environment with team members
  • Ability to develop a working knowledge of the Australian Superannuation, Financial Planning and Taxation System
  • Willingness to learn all areas of Financial Planning processes including Superannuation, Investments, Gearing, Retirement income, Tax minimization strategies and Personal & Key Man Insurance.
  • Proficiency in the Microsoft Office applications and if possible, working knowledge of XPlan or at least experience in FP software