Senior Paraplanner

Overview of the Role

The Senior Paraplanner will collaborate with the financial planning team and advisers to create compliant advice documents that align with client preferences as well as the policies and guidelines set by the licensee.

Main duties include:

• Reviewing the File Notes provided by the planner, transcribing from audio recording.
• Reviewing the Fact Find for completeness and entering into Financial Planning Software
• Pre-flight audit of the Advice file (to ensure all information has been provided)
• Reviewing the research provided on existing products
• Preparing Product Cost Comparisons/Quotes
• Financial Modelling of current and recommended positions
• Formulating preliminary Strategy Paper (BID) for approval by the adviser
• Prepare Paraplanning submissions for SOA creation or in some cases producing the advice document.
• Updating workflow and systems as directed b...