2.0 - 7.0 years

3 - 6 Lacs

Chennai, Bengaluru, Mumbai (All Areas)

Hybrid

About this role: The Paraplanner Australia has responsibility for financial planner assistant (Australia) developing comprehensive advice documents for Planners/Advisers that are tailored, researched and technically accurate, and valuable to the client experience. 2+ years experience in assisting Australian Financial planner is essential. Please do NOT apply if you do not have this experience. Key Responsibilities: Handle administrative, implementation and other support tasks for the Financial Planning team Prepare and maintain client files on Xplan and on FYI Docs (as per the Service Standards). Assist with preparation of client meeting agendas and review packs. Knowledge of and comprehension of plans and strategies for wealth creation and wealth protection, retirement planning, etc. Assist with preparation of strategy summaries, development of wealth creation and/or retirement planning strategy. Assist with client personal risk assessment and providing recommendations on insurance options. Prepare Statements of Advice (SOAs) and Records of Advice (ROAs). Assist with implementation of client recommendations where required. Support FP team with client reporting, liaising with third parties (such as platforms, fund managers etc.) Review other documentation prepared by the admin team (eg. FDS, Client Service Agreements, monthly reports, etc) Knowledge of relevant current Australian Income Tax Law, FPA Standards and Ethics, Corporations Law, Centrelink and social welfare requirements etc. Prepare long-term cash flow projections and models, and other financial modelling as required Maintain and update model portfolios. Other responsibility : Champion User of; Adobesign, Xplan, Mid winter and Adviser Os

Posted 2 months ago

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