Chris Eagleton Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

• Project Manager who is responsible for the development of key client based initiatives in the areas of client engagement, ongoing database maintenance and reporting, FDS and Opt in, compliance, paraplanning and.
• Restructuring the advice process to streamline the generation of strategies and advice documents
• Development and implementation of a new pipeline sales tracking process.
• Implementation of the FDS and Opt in processes.
• Multiple process improvements in the client review stage, paraplanning and client services teams.
• Multiple compliance process improvements including note templates, advice templates and policy manual additions.

Sydney, Australia

• This role consisted of the day to day management of the Paraplanning team for AFPG. The team is based in 3 locations (Sydney, Melbourne and Manila) and consisted of up to 10 direct reports. The main responsibilities of.
• Successfully building, training and developing a Manila based office.
• Redesigning the advice process at AFPG.
• Building a goals-based advice model at AFPG.
• Building a new SOA Wizard and output document.
• Building, developing and improving the Paraplanning Thread in XPlan.

Sydney, Australia

• This was a temporary role heading up the Client Services and Implementation (CSI) team at AFPG. This role was done in conjunction with the Head of Paraplanning role. During my short stay I reviewed several key.
• Day to day management of the CSI team.
• Lodgment File allocation.
• SOA Printing allocation.
• Training of CSI team, in particular the team member that was being considered for the role of managing the team full time.

Sydney

• Core Responsibilities:
• Generating advice documents for advisers within KPI’s.
• Using XPlan to develop projections utilising XTOOLS+ and XTOOLS.
• Assisting with transitioning clients from previous company into AFPG with maximum retention rates.
• Assisting advisers with generating strategies and insurance quotes.

Castle Hill

• Core Responsibilities:
• Generating advice documents for advisers within KPI’s.
• Using XPlan to develop projections utilising XTOOLS+ and XTOOLS.
• Assisting with transitioning clients from previous company into AFPG with maximum retention rates.
• Assisting advisers with generating strategies and insurance quotes.
• Client interaction and engagement.

Parramatta

Parramatta

Parramatta

Norwest Business Park