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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 specialists 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.
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Position - Assistant Manager - Paraplanning
Roles and Responsibilities:
The Paraplanner’s role may be broken down into four key parts:
Preparing and maintaining the client files – software entries
Understanding and analyzing the recommendations to confirm that the compliance requirements are met
Implementing recommendations
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 Plannerto identify suitable solutions to meet the client’s needs
Prepare information/comparisons for analysis.
Complete current and future net worth and cash flow proje