Paraplanner

• Work closely with financial planning practices to develop compliant advice documents aligned with client objectives, licensee requirements, and industry best practices
• Review Fact Finds and update CRM systems
• Conduct pre-flight audits of SOA files to ensure complete documentation
• Participate in strategy confirmation discussions
• Prepare product comparisons and quotation analyses
• Perform financial modelling of current and recommended client positions
• Prepare, merge, and edit Statements of Advice (SOAs) and related documentation
• Maintain accurate workflow and client systems as required
• Participate in ongoing professional development and technical learning initiatives