Paraplanner

Công việc cụ thể là gì?

Assist with the Planning team • Follow up on overdue insurance policies or rejected super rollovers for insurance premiums • Assist clients with providing payment details for their super funds for contributions • Assist clients with updating account information, changing address, changing personal details. • Update insurance renewals on excel, download and send monthly letters to clients via xplan • Download centrelink statements and update balances in centrelink for pension clients • Send newsletters and portfolio updates via mailchimp • Create client review packs xplan database • Create client record for new clients • Update client details for existing clients pre and post review • Ensure investments/superannuation accounts have correct balances and investment options • Ensure insurance policy have correct cover, premium and insurance type • Update review dates • Update Fee Disclosure Statement (FDS) and opt in dates • Create/Model Scenarios • Ensure emails and important documents have been file noted Update share point (Microsoft) client database • Update Fact Find folder • Update super and insurance info folder • Update Compliance folder • Update SOA folder Book client meetings/Client communication • Send our review meeting offers and book client meetings for adviser and paraplanner via calendar invite • Prepare Review Pack for insurance and financial planning meetings • Assist with preparation of FDS and Opt-in and send out to clients annually Assist with Research • Sending authorities to relevant providers and following up on information • Obtaining documents form client (completed fact find, statements from super funds, bank statement, tax returns, id, etc.) • Create insurance summary documents • Pre-fill fact find documents – insurance only or full fact find Assist with Implementation ▪ Risk Insurance • Send Application Summary and In Force emails • Follow up on progress of applications • Follow up on medical tests and results • Follow up on additional requirements from clients such as beneficiaries, cancellations and refunds ▪ Advice Super/Investments • Send rollover requests to super funds • Follow up on rollovers • Send Implementation email with instructions for clients • Follow up on additional requirements from clients • Send completion email • Ngày làm việc: • Giờ làm việc: • Cấp bậc: • Loại công việc: