About us:
befree is a leading provider of accounting and finance outsourcing solutions across the globe. For
nearly 18 years, we have been delivering better efficiencies and higher profit margins for thousands
of accountants and finance professionals worldwide. We combine our deep industry knowledge with
technology and automation to co-create cutting-edge and customized yet scalable outsourcing and
automation solutions. befree is an ISO - 27001 certified company and GDPR compliant, making our
offices and systems on par with international best practices for information security management.
Visit our website to learn more about our amazing culture and employees: Role: PARAPLANING - AUSTRALIA
Roles and Responsibilities:
The Paraplanner’s role may be broken down into four key parts:
A. Preparing and maintaining the client files – software entries
B. Understanding and analyzing the recommendations to confirm that the compliance
requirements are met
C. Implementing recommendations
D. Review external networks.
A. Preparing and maintaining the client file:
Generally the Financial Planner would collect the qualitative information (client attitudes,
life goals etc.) leaving the Paraplanner to collect all the quantitative detailed information
required to compile a financial plan.
Specific activities include:
Check all compliance paperwork is present
Confirm client risk profile is determined Discuss client objectives with planner
Identify and obtain the information necessary to compile financial cash flow forecast
Compile draft net worth statement; income and expenditure statements and financial
Cash flow forecast and discuss with planner.
B. Understanding and analyzing the recommendations
Identify areas for planning
Undertake research both independently and with the Financial Planner to identify suitable
solutions to meet the client’s needs Prepare information/comparisons for analysis.
Complete current and future net worth and cash flow projection as per the
recommen