Organise meetings and appointments of Financial Adviser
Prepare client meeting pack that will include FSG, Adviser Profile, Fact Find, Risk Profile and Third Party Authority
Enter client data into financial planning software like XPLan and into CRM like Zoho. Perform Fact Find wizard and Risk Profiling
Ensure all important data is in financial planning software and CRM. If data is incomplete, coordinate with product providers, clients, etc.
Lodge signed Third Party Authority to product providers
Assist in the preparation of Due Diligence reports
Input data to Wealthsolver, XTools (CALM) and Risk Researcher
Monitor review dates for insurances
Send reminder letters and review letters to clients
Coordinate with insurers
Obtain Risk Quotes from Product Providers (i.e. policy types, benefit amount, premium amounts, etc.)
Pre-fill application forms and member data forms in preparation for client’s signature before submission to government agencies or providers
Do research based on Client/s existing data risk, Superannuation, banking arrangements, etc
Liaise and follow up information with fund managers, administrators and life companies regarding documentations, etc.
Update financial planning software and CRM for any changes in client’s circumstances
Update and communicate with clients regarding supporting documents required in preparing their SOA.
Assist in the preparation of SOA