Position: Senior Paraplanner

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The Paraplanner will report directly to the Operations Manager.

Primary Responsibilities

The primary responsibilities of the Senior Paraplanner are:

  • Preparing high quality, accurate, timely and compliant statements of advice (SoA’s) on behalf of the advisers of Minchin Moore.
  • Working closely with the advisers in developing complex strategies for new and existing clients
  • Assisting the Advisers to ensure that all elements of the advice process are conducted in an ethical and compliant manner, in accordance with Minchin Moore policy, procedures and the law.
  • Assisting the advisers with modelling, insurance quantification, product research investment recommendations (with the help of the Portfolio Management Team) and obtaining required information necessary for the preparation of the SoAs.
  • Undertaking various administrative tasks as required.

Key Performance Indicators

  • Ensure timely communication with the Operations Manager and Advisers on progress of workflow.
  • Ensure that documents produced are high quality and accurate.
  • Ensure all facets of the advice process are conducted in a compliant manner.