Key Responsibilities:

Proposals and reporting for clients and prospects:
- Construct & produce Asset Allocation reports for existing clients.
- Construct & produce Proposals for both new and existing clients.
- Prepare Goals Based Wealth Management proposals and reports for clients.
- Prepare Financial Needs Analyses for both new and existing clients.
- Preparation of meeting packs for Family Office clients.
- Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
- Constant innovation of client reports.
Technical expertise:
- Provide technical support e.g. performance queries (using Morningstar Direct analysis software).
- Assist in the development and maintenance of wealth management products / strategies.
- Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs Analyses for clients.
- Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons.

Qualifications and Skills:

A related BComm degree and a Postgraduate Degree in Financial Planning
3-5 years experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financial needs analyses for clients.
MS Office suite (Word, Excel, Powerpoint), Morningstar Direct (advantageous)
Highly technical and analytical thinking
Strong financial acumen
High attention to detail
Ability to multitask
Professional, trustworthy.
Strong financial product knowledge and understanding of regulatory environment.

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