Paraplanner
2 weeks ago
PARAPLANNER OPPORTUNITY – CAREER ROLE IN A VALUES-DRIVEN FIRM
Are you a skilled Paraplanner looking for a long-term career in a firm that values quality, integrity, and client-first service?
Do you thrive in a supportive team where your expertise, attention to detail, and growth mindset are genuinely appreciated?
This is your chance to join a high-performing financial planning group that's committed to delivering ethical, strategic, and client-centric advice.
KEY RESPONSIBILITIES:
Prepare and finalise strategy checklists
Attend strategy meeting with Planners
- Prepare and finalise the strategy file note within the guidance provided of the Planner
Develop and draft strategies and present them to the Planner
Collection of client data and research in preparation for advice documentation
Collect and accurately input client data in xPlan
- Research current insurance and investment details and accurately input the data in xPlan
Research possible insurance, investment and lending vehicles to ensure appropriate recommendations
Prepare and finalise advice documentation
Prepare and finalise advice documentation with reference to the Strategy file note, Modoras compliance requirements and research conducted
Scanning and indexing of documentation to the client folder ensuring all working papers are referenced
Attend joint appointments with Planners to encourage personal development
Client appointments are prepared for and attended when requested
Personal responsibility to keep up-to-date with industry knowledge relevant to the role
Assist in the ongoing development of advice templates
Provide suggestions to improve the current advice templates
- Provide suggestions to improve the current functionality of xPlan
Ongoing development and drafting of the Advice templates to ensure continual improvement and adherence to the Modoras Compliance Standards.
Provide coaching, mentoring, development, support and training to other staff
Provide coaching and mentoring support to other staff members to ensure the entire team continues to outperform
Conduct skilling sessions for other staff as agreed and when requested by Management.
Completion of other tasks as requested within the desired timeframe
Completion of other tasks to ensure the smooth running of the office and business are completed as requested by the Management team
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