Senior Paraplanner
Core
Coordinate strategy implementation, technical analysis, research, modelling, and advice document preparation for financial advisers and clients.
Role type
Senior IC paraplanning manager
Builds
Comprehensive financial advice documents and strategy implementations
Domain
Financial planning and wealth management
Required skills
End-to-end advice process knowledge, XPLAN proficiency, SOA/ROA preparation, superannuation and retirement planning, cashflow modelling, offshore team coordination, quality assurance
Preferred skills
Microsoft 365, workflow technologies
Responsibilities
Review client meeting notes and identify objectives, translate strategy discussions into actionable paraplanning instructions, coordinate product research and provider information requests, prepare and review technical calculations and modelling, conduct detailed reviews of advice documents and calculations, maintain visibility over advice workflow and deadlines, prepare briefs for offshore paraplanners and review their work
Seniority
Senior, hands-on IC with management responsibilities