I have three years of work experience as a Paraplanner catering to Australian clients.
My daily tasks are as follows:
1. Preparing detailed and up-to-date Statement of Advice (SOAs) and Records of Advice (ROAs).
2. Assisting the administration tea-----------mbers with the implementation of advice.
3. Supporting Australian Financial Planners with paraplanning duties.
4. Making outbound calls to service providers and clients.
5. Collaborating with paraplanning and admin team
members.
6. Preparing financial analyses and financial plans for
clients.
7. Assisting with analysis, rebalancing, and administration
of client investment portfolios.
8. Conducting investment research, reporting, and
analysis.
9. Providing support for processing client service needs.
10. Assisting with the creation and implementation of
workflows and procedures to improve efficiency and
enhance client experience
