Australian Paraplanner
Job details
About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business' needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that won't break your budget. For more details visit : www.befree.com.auThe Role of the Paraplanner The Paraplanner's role may be broken down into four key parts: A. Preparing and maintaining the client files - software entries B. Understanding and analysing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review A. Preparing and maintaining the client file: Generally the Financial Planner would collect the qualitative information (client attitudes, life goals etc.) leaving the paraplanner to collect all the quantitative detailed information required to compile a financial plan. Specific activities include: · Check all compliance paperwork is present · Confirm client risk profile is determined · Discuss client objectives with planner · Identify and obtain the information necessary to compile financial cash flow forecast · Compile draft net worth statement; income and expenditure statements and financial · Cash flow forecast and discuss with planner. B. Understanding and analyzing the recommendations • Identify areas for planning • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs • Prepare information/comparisons for analysis. • Complete current and future net worth and cash flow projection as per the recommendation. • Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: • Complete application / proposals forms • Ensure all compliance paperwork is in order • Make changes to clients' investments as instructed • Implement the chosen investment strategies D. Review :• Organise future planning meetings with client as per the review period. • Complete review packs in preparation for client meeting. • Review investment portfolio, asset allocation, risk profile etc.Job timings : 7:30AM to 4:30PM(1st sat ,3rd Sat & 5th sat off) Salary : as per Industry standards. PRB
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