Nick Boardman Email and Phone Number

• Assisting financial planners with the development of financial modelling using XTool+ and Strategic Working Documents.• Attend all client meetings for compliant file note taking, follow-ups and implementing plans and strategies.• Preparation and implementation of SoA’s and Strategy Working Documents using Xplan, Xplan+, IQM and Wealth Solver tools.• Supporting the Practice Manager and Relationship Manager with all Ongoing Service Agreements, Financial Services Guides and Financial Needs Analysis updates, preparations, and follow-ups. • Liaising with all the major fund managers, Insurance brokers, ATO, Centrelink, accountants and solicitors.• Responsible for insurance modelling using Xplan, IQM and completing online quotes using AIA, Asteron, TAL, CommInsure, Zurich, MLC and OnePath software.• Excellent time management, presentation, client relationship & organisational skills, attention to detail and the ability to identify areas or methods for improvement.• Excellent client relationship management, client services skills with high satisfaction and retention levels

• Assist the adviser and paraplanners with all SoA documentation and follow ups.• Timely and accurate processing of data integrity in relation to clients portfolios within the systems after completion of share trades, managed funds buy/sells, corporate actions and term deposit maturing / reinvesting.• Detailed compliance focus on fact finds, record of advice and SMSF amendments for auditing purposes.• Insurance quotes and comparison worksheets for clients reporting for the planners to use as a guide for evaluation.• Weekly bank and reconciliation, adviser commission reconciliation and invoicing using MYOB.• Attend all client meetings for portfolio reviews and note taking for compliance.• Super and pension projection reporting for adviser to use as a basis on future wealth reporting.• Monitoring directors and financial planners calendars for meetings, reporting and appointment setting.

• Organise, plan, direct, manage, control and co-ordinate the administration and client services and accounting teams through the use of daily huddles for daily priority and time management.• Assisting Directors, Managing Director, Business Development Manager, Advisers, Paraplanners and Accountants with all aspects of financial planning including business decisions, preparing reports and applications, client services and administration for all business objectives, operations, processes and efficiencies.• Responsible for identifying continual service improvement activities, policies, processes, procedures and implementation.• Maintaining a high standard of all management operations, office administration duties and customer service which comply with industry regulations, business ethics, business success and the company’s reputation.• Assist in the management, development, promotion and integrity of the online product platform we offer for our clients.• Commitment to team orientation and leadership, performance KPI’s, training, monitoring and mentoring colleagues.• Strong, precise and accurate communication and attention to detail to build, retain and maintain trust with high net worth clients.• Responsible for the establishment and monitoring of all related procedures with the client services and administration teams.• Responsible for all Centrelink and DVA correspondence, Pension and contribution limit reporting and cash balance correspondence.