UK Paraplanner

• Understanding concepts of financial planning.
  
• Understanding various super, pension, investment and insurance related laws and terminologies.
  
• Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
  
• Preparation of cash, super, pension and investment projections.
  
• Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
  
• Collating client data and product information from providers.
  
• Documenting of all reports and correspondence.
  
• Preparing financial calculations and detailed cashflow projections for different scenarios.
  
• Identify and obtain information necessary to complete financial plan.
  
• Conduct need-analysis for all financial planning clients including insurance, investments, retirement, tax etc.
  
• Conduct in-depth portfolio analysis to provide client advice regarding portfolio structure and risk analysis.
  
• Prepare investment strategy charts and investment applications.
  
• Call Investment, insurance providers to obtain clients investment details.
  
• Update and maintain all client data on a software.
  
• Review and analyze statement of adviceprepared by team members.

Primary Responsibility

• Receiving the task from the Advisers
  
• Capturing the task request into the Smartsheet
  
• Understanding the End Users and Advisers requirement (Needs and expectations vs. Advice)
  
• Review of End Users details to determine missing information
  
• Data Collection - Determining collection of additional information (super insurance research activity)
  
• Contacting the adviser for clarification / additional information
  
• Data entry
  
• Report Generation editing