AU Paraplanner | WFH | Competitive Salary & Benefits

Key Responsibilities:

Statement of Advice (SoA):

� Lead the preparation, drafting, review, and finalisation of comprehensive Statements of Advice (SoA).

� Ensure that each SoA is clear, compliant, and tailored to the client's financial situation and objectives.

� Collaborate closely with Financial Planners and clients during meetings to obtain necessary information and provide expert insights into the SoA process.

Client Meeting & Data Analysis:

� Prepare and compile detailed financial data analysis, including cash flow analysis and client portfolio reviews.

� Research and analyse financial products to support the development of robust SoAs and other financial planning recommendations.

Implementation & Administrative Support:

� Assist with insurance quotes, new product applications, investment transfers, and other implementation tasks as required.

� Manage, record, and monitor client annual reviews, ensuring ongoing compliance with regulatory standards.

� Oversee compliance administration, including reporting, financial crime administration, and maintaining updated compliance training programmes.

� Provide IT programme support by liaising with service providers for system updates and issue resolution.

Team Collaboration:

� Participate in regular team huddles and workflow meetings to ensure a cohesive approach to delivering high-quality SoAs and client service.

� Work autonomously in a remote/hybrid environment, while supporting Financial Planners to achieve business targets.

Industries:Outsourcing/Offshoring

Function: Others