Sr - Paraplanner

Shift: 7 .30 am to 4.30pm

Role Dimensions

• Understanding concepts of financial planning.
  
• Understanding various super, pension, investment and insurance related laws and terminologies.
  
• Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details of the client for presenting to the clients.
  
• Preparation of cash, super, pension and investment projections.
  
• Prepare various Super, insurance, pension and investment comparisons to assist the financial advisors.
  
• Collating client data and product information from providers.
  
• Documenting of all reports and correspondence.
  
• Preparing financial calculations and detailed cashflow projections for different scenarios.