BRIEF DESCRIPTION:-
This Paraplanner and Client Operations Coordinator role combines duties such as paraplanning, project coordination, workflow management, and client service. The key responsibilities include preparing client review and planning packs, managing adviser calendars and client meeting schedules, and coordinating workflow and task management. The ideal candidate is a highly organized and detail-oriented individual with experience in paraplanning, wealth management, or client services, and advanced skills in Excel and CRM systems.
**Job Title: Paraplanner and Client Operations Coordinator**
**About the Role**
We are seeking a highly skilled and organized Paraplanner and Client Operations Coordinator to join our dynamic team at RecruitMyMom. This exciting new role will play a crucial part in streamlining our client service offering, ensuring seamless communication between our advisers, clients, and operational teams. As a key member of our team, you will have the opportunity to shape this position and contribute to the development of our internal systems and processes.
**Role Overview**
This Paraplanner and Client Operations Coordinator role combines the duties of a paraplanner, project coordinator, workflow manager, and client service specialist. You will serve as a central point of coordination, ensuring that client meetings are meticulously prepared for, follow-up actions are tracked, and internal teams remain aligned on priorities. This is a unique opportunity for an organized and proactive individual to take ownership and make a lasting impact on our client service offering.
**Key Responsibilities**
**Client Meeting Preparation**
You will be responsible for preparing comprehensive client review and planning packs by gathering information from multiple sources and ensuring documentation is accurate and complete. You will also assist our advisers in preparing for client meetings by anticipating information requirements and ensuring supporting material is readily available. Additionally, you will maintain record-keeping and filing standards to ensure the highest level of organization and efficiency.
**Scheduling & Coordination**
As a Paraplanner and Client Operations Coordinator, you will manage adviser calendars and client meeting schedules, coordinate meeting logistics, documentation, and follow-up actions, and liaise with clients and internal teams regarding meeting arrangements and requirements. Your attention to detail and strong organizational skills will ensure that all client meetings run smoothly and efficiently.
**Workflow & Task Management**
You will act as a workflow coordinator or traffic controller between our advisers and the administration team, allocating and monitoring tasks to ensure implementation deadlines are met. You will track outstanding actions and escalate bottlenecks where necessary, maintaining visibility of client deliverables and implementation progress. Your ability to multitask and prioritize tasks will be essential in this role.
**Operational Support**
You will assist with financial planning and investment-related administration, coordinate the implementation of client recommendations, and support proposal preparation, client reporting, and other adviser deliverables. Additionally, you will identify opportunities to improve processes and client experiences, ensuring that our services are delivered with the highest level of quality and efficiency.
**Process Improvement & Technology**
As a key member of our team, you will assist in the development and refinement of internal systems, workflows, and technology solutions. You will contribute ideas that improve efficiency and enhance operational scalability, working closely with our team to build and automate processes. Your ability to think creatively and adapt to new systems will be invaluable in this role.
**Requirements**
**Qualifications and Experience**
- Completed commercial degree (e.g., BSc or BCom) in Accounting, Business, or similar * Experience in paraplanning, wealth management, financial planning support, investment administration, or client services * Understanding of financial planning, investments, retirement products, and associated administration processes * Experience coordinating teams, projects, workflows, or operational processes * Advanced skills in Excel, including Lookups, Pivots, Macros, and Formulas * Experience with CRM and workflow systems (Iress) would be advantageous
**What We're Looking For**
- Highly organized and detail-oriented individual with a strong ability to multitask and prioritize tasks * Naturally proactive and solutions-focused, with a positive attitude and a can-do approach * Comfortable coordinating multiple moving parts simultaneously, with strong communication and interpersonal skills * Confident working with technology and adaptable to new systems * Professional, dependable, and accountable, with a strong sense of ownership and responsibility * Genuine team player who enjoys being part of an office environment and values collaboration and open communication * Ability to work independently with minimal supervision, with a strong sense of initiative and a willingness to take on new challenges
APPLICATION INFORMATION
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