Financial Planning Business Consultant
Northwestern MutualSalary not specified
- Full Time
- Junior (1 to 2 years)
A$66,000 – A$102,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates must possess at least 2-3 years of experience in paraplanning or financial advisor compliance, along with proven experience working with financial advisors. Proficiency in all modules of XPLAN software and extensive knowledge of Australian Financial Services licensees and their advisors are required, as well as relevant tertiary qualifications and knowledge of the Australian Financial Services industry. Strong computer literacy, time management skills, and excellent verbal and written communication skills are also necessary.
Responsibilities
The Senior Paraplanner will be responsible for fact finding, data entry, and collation of client data, as well as researching and documenting wealth solutions including Super, Investment, Insurance, Portfolios, and complex cashflow modelling scenarios. They will develop and construct high-quality, compliant financial advice documents and collateral, complete insurance needs analysis and Preassessments, ensure document accuracy, and oversee advice document requests. Furthermore, the role involves building and maintaining professional relationships with Authorised Representatives, supporting process development, staying updated on industry regulations, and participating in ad hoc projects to enhance team services and company objectives.
Skills
Paraplanning
Financial Advisers
XPLAN software
Australian Financial Services
Microsoft Office
Research
Documentation
Compliance
Client Data Management
Cashflow Modelling
Financial Documentation
Communication Skills
Time Management
Presentation Skills
Confidentiality
Connectly
AI-powered marketing automation for e-commerce
About Connectly
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.
Key Metrics
San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees