- 경험
- 어느
- 샐러리
- —
- 채용 공고
- 1
- 게시됨
- 4시간 전
- 작업 모드
- 사무실에서
- 재개하다
- 신청 시 필수 사항
직무 설명
Job Overview
The role of a Paraplanner involves preparing comprehensive compliance reports, including Statements of Advice (SOA) and Records of Advice (ROA), while maintaining consistent communication with Financial Advisors. This position requires a firm understanding of financial planning principles and Self-Managed Super Fund (SMSF) concepts. Building and maintaining strong client relationships is also essential.
Key Responsibilities
- Compile detailed SOA and ROA compliance documents.
- Engage regularly with Financial Advisors to support planning activities.
- Maintain and enhance client relationships through effective management.
- Provide training and guidance for new team members.
- Keep accurate records of time allocated to each task.
- Implement and maintain internal controls to ensure workflow efficiency.
- Guarantee compliance with best practices and delivery standards throughout processes.
- Share insights and learning outcomes with colleagues and supervisors.
- Collaborate with Team Leader or Project Director to resolve complex cases.
- Participate actively in all training sessions assigned by leadership.
- Understand and contribute to the quality control checklist to uphold standards.
Additional Information
The paraplanner is responsible for supporting quality assurance processes and fostering continuous improvement within the team.