SUMMARY:
Paraplanner POSITION INFO:
Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support to their team of Advisers. In this role, you will be allocated a dedicated portfolio of clients to assist with processing transactions, handling direct client interactions, managing accounts, and supporting basic financial planning. Key Responsibilities: Financial Planning Support: Formulate effective financial plan and risk management documents tailored to customer needs, objectives, risk tolerance, and the strategies outlined by the adviser. Ensure all documentation adheres to legislative, compliance, and company requirements. Statement of Advice: Prepare statement of advice documentation as needed. Portfolio & Risk Reviews: Review customer portfolio reports and risk coverage in line with market movements, changes in client circumstances, product offerings, and provider rates. Keep customers well-informe...