Financial Planning Assistant/ Paraplanner Assistant

Paraplanner Assistant - Analyzes and checks Financial Needs Analysis ,Asset Allocation update and FNArena Stock Analysis update, Equity Portfolio update and Cost Benefit Analysis, MyNorth and Macquarie Fees Comparison, Insurance needs analysis/ Insurance Comparison, Edit and prepare a Record of Advice, Exposure to adviser Logic and Advice Intelligence, Prepare paperwork and submit Insurance applications, Prepare paperwork and submit Superannuation, Investment, and pension applications, Prepare paperwork and submit investment switches, super and pension rollovers, pension refresh, in specie transfer, Prepare paperwork and submit Insurance cancel and replace Read and quality check a Statement of Advice Read and prepare paperwork as per Statement of Advice, have the client sign it and lodge it right after Audits the work of my team members Quality check each team member's Lodgement or Implementation task if it was implemented properly Follow up funds for the status of the request like progress of the cancellation, switch, application Create or update the Implementation Checklist every week and save it so the adviser can update the client Calling funds to cancel and replace insurance or change of ownership Process insurance claims Manages a team of Implementation Specialists for an Australian financial planning client Oversees team members, provides leadership and support towards good quality of implementation Supports team goals and quarterly priorities. Conducts one-on-one with team members and performance reviews with clients. Create training materials, and prepare a training plan for the team Excellent in drafting emails to clients/ providers Experience with drafting and writing a Record of Advice (ROA) Calling clients to follow up on insurance premium overdue payments, lack of requirements Calling funds to cancel and replace insurance or change of ownership Process insurance claims Filing complaints with insurance funds/ AFCA Reading and listening to file notes of the adviser Reminding advisers if they need to call the client and prepare the forms needed Book a client review meeting or initial meeting for the adviser Answer calls directly from my adviser's client and process requests Data entry in Xplan, Midwinter, Practifi, and Adviser Logic for client's updated assets, liabilities, personal details Update Fact Find /Financial Needs Analysis Prepares Progress and Initial Meeting Packs Generating statements and portfolio reports, checking compliance documents ID, TFN Call funds to do data gathering for superannuation, investment, insurance and pension accounts.