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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Para Planner |
| Position Code: | 367 | | Career Level: | 2 |
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Responsible for
Supporting Financial Planners in providing high quality financial planning services to both existing and new clients. |
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Reports To
Senior Para Planner/Manager. |
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Supervises
No supervisory responsibilities. |
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Main Activities
Reviewing and researching performance of investment products within client portfolios.
Reviewing and researching individual client needs, investment strategies and risk profiles.
Producing financial plans in line with agreed targets.
Initiating and assimilating investment product research.
Establishing and ensuring compliance standards associated with Australian Corporations Law.
Ensuring workflow standards such as turnaround response times are met.
Participating in team tasks and projects as directed by Management.
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Key Skills
A sound knowledge of social security, taxation, superannuation and investment products.
Good communication skills, both written and verbal.
Well developed numerical and analytical skills. Proficient in spreadsheet programs.
Knowledge of ASIC, ISC and FPA compliance standards.
Well developed organisational skills.
Ability to work in a team environment with minimal supervision.
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Internal Contacts
Financial Planners. |
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External Contacts
Clients, Fund Managers. |
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Typical Experience
Must have previous experience in Financial Planning support, coupled with tertiary qualifications in business, finance or a related discipline. Completed or may be studying towards a Diploma of Financial Planning. |
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