Technical Specialist. Great company to work for and people to work with, only left to focus on the needs of my family.

* Provide financial planners with technical support and information on financial planning strategies, rules and legislative technical reference material as well as provide thought leadership on financial strategies to benefit clients.* Be the subject matter expert on advice technical matters for relevant strategic initiatives.* Develop and maintain collaborative working relationships across the organisation to enhance technical knowledge of planners and help drive the increased… Show more * Provide financial planners with technical support and information on financial planning strategies, rules and legislative technical reference material as well as provide thought leadership on financial strategies to benefit clients.* Be the subject matter expert on advice technical matters for relevant strategic initiatives.* Develop and maintain collaborative working relationships across the organisation to enhance technical knowledge of planners and help drive the increased professionalism of the planner network.* Write Technical Bulletins to keep staff up to date on financial planning matters and changes.* Write and deliver training on financial planning technical matters at company professional development days. Show less

Similar responsibilities to the above. Promotion was awarded upon recognition of increased accountability of responsibilities over time.

Same responsibilities as those as the paraplanning team leader at Mercer

In addition to the responsibilities outlined below for the role as paraplanner:* Managing the workload across the paraplanning team* Assisting and mentoring the team in their role as paraplanners team to ensure high quality and compliant Statements of Advice to clients.

* Assisting Advisers in the research and development of financial planning strategies for clients to meet their financial goals and objectives.* Preparing and compiling these financial planning strategies into compliant Statements of Advice.* Peer reviewing the Statements of Advice of junior members of the team, ensuring the strategies are correct and the advice provided is compliant.* Reviewing and updating the existing Statement of Advice template to bring it in line… Show more * Assisting Advisers in the research and development of financial planning strategies for clients to meet their financial goals and objectives.* Preparing and compiling these financial planning strategies into compliant Statements of Advice.* Peer reviewing the Statements of Advice of junior members of the team, ensuring the strategies are correct and the advice provided is compliant.* Reviewing and updating the existing Statement of Advice template to bring it in line with evolving practices and ensuring its accuracy in the current climate. Show less

* Assisting couples to achieve pregnancy through the fertilisation and growth of their embryos. This was done under scientific conditions in a lab until the embryo reached a stage to be transferred to the patient.* Constant vigilance when undertaking any work in line with strict protocols to ensure no mistakes were made.* Regular client contact to keep them updated of the results and progress of their embryos, requiring empathy for their situation.