Paraplanner

Description

Provides administrative and client services assistance, and performs financial planning and analysis for Financial Advisers and planners.

Description

This unit group covers Financial Services and Insurance Workers and Brokers not elsewhere classified. It includes Investment Administrators and Paraplanners.

Tasks include

• Assists with financial advice strategy development and the preparation of legally compliant advice documents
• Uses financial planning software programs and maintains client records
• Researches, compares, sources quotes and selects appropriate financial products
• May develop financial projections and modelling of client circumstances
• May coordinate and take notes in client meetings, and respond to client queries