Paraplanner

Tasks and duties

• Preparing financial planning documentation, ready for endorsement by the senior team members.
• Entering client data into software, such as XPlan, COIN and Midwinter.
• Preparing and comparing different financial modelling for clients.
• Generating reports and presenting them.
• Maintaining client files.
• Making calls to clients to follow-up on information or requests, and preparing letters to be sent out.
• Assisting with investment and superannuation rollovers for SMSFs, retail and industry funds.
• Fact-finding and data checking.
• Managing Financial Adviser’s diary, scheduling client meetings.
• Training and staying up-to-date on industry changes.