Supervising the paraplanning team and developing complex strategies for HNW clients including SMSF, SMA, WRAP accounts and direct shares;Liaising with clients to arrange interviews and conducting pre-meeting analysis to identify any opportunities; Conducting interviews with clients and developing tailored strategies to meet clients objective; Providing product research and technical support to planners and compliance guidelines to all office staff; Researching the latest trends… Show more Supervising the paraplanning team and developing complex strategies for HNW clients including SMSF, SMA, WRAP accounts and direct shares;Liaising with clients to arrange interviews and conducting pre-meeting analysis to identify any opportunities; Conducting interviews with clients and developing tailored strategies to meet clients objective; Providing product research and technical support to planners and compliance guidelines to all office staff; Researching the latest trends in financial planning industry and legislative changes; Training and assisting new paraplanners with their queries; Successfully built up the paraplanning unit including staff training and procedure design. Show less

Developing tailored strategies to meet clients objective and preparing comprehensive SOAs for prospective and existing clientsPreparing Financial Analysis projections and modelling (including calculator development with Excel & Micro)Liaising with Client Service Managers to ensure that they understand the recommended strategy and the required paperwork Ensuring all financial plans are completed in a timely, accurate and compliant manner, keeping in line with internal requisites… Show more Developing tailored strategies to meet clients objective and preparing comprehensive SOAs for prospective and existing clientsPreparing Financial Analysis projections and modelling (including calculator development with Excel & Micro)Liaising with Client Service Managers to ensure that they understand the recommended strategy and the required paperwork Ensuring all financial plans are completed in a timely, accurate and compliant manner, keeping in line with internal requisites Assisting accountants with queries on SMSF Show less

Developing marketing strategies including promotion and distribution plansVisiting local and interstates clients to promote the use of anti-virus software and firewall in their businessClosely liaising with other members of the business such as telesales and customer serviceAchievements:Successfully managed a team of 3 to continue meeting monthly sales targetResponsible for targeting detail market and leading the team towards the right direction Built up a new… Show more Developing marketing strategies including promotion and distribution plansVisiting local and interstates clients to promote the use of anti-virus software and firewall in their businessClosely liaising with other members of the business such as telesales and customer serviceAchievements:Successfully managed a team of 3 to continue meeting monthly sales targetResponsible for targeting detail market and leading the team towards the right direction Built up a new client base with more than 50 companies with annual sales achieved by the team of 4 Million Yuan Show less