Paraplanner/Client Services Manager

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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.

Responsibilities:

• 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.