What are the responsibilities and job description for the Para Planner position at Central Bancompany?
Streamlining Appointment Process –
- Develop a template agenda for client appointments
- Look for and communicate other efficiencies that will aid in the appointment process
Appointment Preparation –
- Assist with investment allocations & recommendations
- Provide necessary documentation & CRM notes on recommendations
- Ensure that all necessary reports, statements and information are prepared for each client appointment
Analysis –
- Review and/or prepare financial plans for clients
- Prepare a summary report for the Advisor(s) to be used to glean agenda items from for discussion during the client meeting.
- Review plans for other sales opportunities (i.e. insurance) or for referral opportunities to the bank (i.e. refinancing opportunities, etc.)
- Perform research for specific product/investment recommendations
Reporting –
- Become the expert/go-to person for the Advisor(s) regarding client reporting
- Have a thorough understanding of all available reports available through Clientworks (LPL), Client Reporting, Financial Reporting software platforms.
- Develop a reporting package that they will use with each client appointment/review
Attending Client Meetings and Updating CRM
- Prepared to discuss information used to prepare Financial Plans or reports reviewed in the client meeting
- Record follow-up items and notes from the client meeting into the CRM
- Assign tasks to the appropriate staff member on follow-up items
Bachelor's Degree in a business discipline desired or equivalent work experience
Brokerage or banking experience preferred
Series 7, 63 and 65 or 66 – obtained within 3-6 months of start date
CFP designation or willingness to obtain
Strong PC skills
Excellent analytical and math skills
Ability to share ideas and creative thinking
Capable of managing multiple tasks and meeting deadlines
Strong organizational skills
Attention to detail
Self-starter – initiative to begin projects independently
Capable of working with various software products
Effective oral and written communication skills
