Paraplanner

4 weeks ago

Chennai, Tamil Nadu, India befree Global Full time
About us:

befree is a leading provider of accounting and finance outsourcing solutions across the globe. For nearly 18 years, we have been delivering better efficiencies and higher profit margins for thousands of accountants and finance professionals worldwide. We combine our deep industry knowledge with technology and automation to co-create innovative and customized yet scalable outsourcing and automation solutions. befree is an ISO - 27001 certified company and GDPR compliant, making our offices and systems on par with international best practices for information security management. Visit our website to learn more about our amazing culture and employees:

Role: PARAPLANING - AUSTRALIA Roles and Responsibilities: 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 external networks.
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 analysing 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.

Key Skills:
Excellent written and verbal communication skills
Experience in software like Xplan, AdviserLogic, Midwinter, Plutosoft
Experience in dealing with client(s)
Team handling experience (For the position of Assistant Manager/Manager)

Qualifications:
· MBA Finance/MBA/M.Com/CFP
· Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

Experience:
1 to 3 years of experience in Australian Paraplanning (Position for Associate/Senior Associate)
4 to 8 years of experience in Australian Paraplanning (Position for Assistant Manager/Manager)

Work Timings: 7:30AM To 4:30PM
Work Location: Chennai
(1st, 3rd, 5th Saturday off)

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