Paraplanner - Client Services Manager
October 17
Description
• EMAPPLY is seeking an experienced Paraplanner/Client Services Manager to join a leading financial planning firm based in Australia. • Focus on providing comprehensive financial planning services to clients. • Writing financial plans and statements of advice. • Develop, implement, and review financial plans. • Conduct cash flow modelling, investment research, and detailed financial analysis. • Write comprehensive advice documents tailored to client goals. • Manage and supervise a small team, ensuring high-quality service delivery. • Communicate complex financial concepts clearly to clients. • Ensure compliance with regulatory requirements and stay updated with financial regulations. • Conduct regular client reviews to assess progress and make necessary adjustments. • Provide investment advice and manage client portfolios. • Prepare detailed reports and financial documentation. • Collaborate with financial advisors and other professionals to provide comprehensive advice. • Attend client meetings, take notes, and handle complex queries. • Assist with client queries and exceed client expectations via phone or email. • Analyse products such as insurance and superannuation. • Maintain and update client records and financial data. • Develop strategies to meet clients' individual objectives and needs. • Write and prepare Statements of Advice and Records of Advice. • Build and maintain strong client relationships. • Work independently and within a team, assisting with complex tasks when required.
Requirements
• Bachelor’s degree in finance, economics, or a related field preferred but not required • Minimum of 4 years of experience as a Paraplanner • Proficiency in Xeppo and Xplan and Microsoft Office Suite • Strong analytical and research skills • Excellent communication and organisational skills • Strong analytical and problem-solving skills • Excellent interpersonal skills • Desire for responsibility and growth within the role • Expertise in cash flow modeling, investment research, and various financial products. • Strong ability to explain complex concepts. • Confident, proactive, outgoing and the ability to work independently. • High ethical standards and professional integrity. • Ability to manage multiple clients and projects efficiently.
Benefits
• Work from home • Competitive salary package • Professional development opportunities • Supportive and dynamic team environment
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