Implementation Officer – Financial Planning
Core
Execute financial planning advice by processing transactions, managing compliance documentation, and maintaining client records to ensure accurate delivery of client outcomes.
Role type
Implementation Officer (Financial Planning)
Builds
Client financial plans, insurance policies, investment portfolios, and compliance documentation
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Financial planning implementation, insurance application processing, investment transaction processing, CRM system management, compliance documentation preparation, client communication, workflow monitoring
Preferred skills
Experience with Xplan or Dynamics 365, strong organizational skills, ability to manage multiple tasks
Technologies
Dynamics 365, Fin365, Xplan
Responsibilities
Action implementation of financial planning advice, process insurance applications and investment transactions, manage buy/sell transactions, prepare compliance documentation, maintain client records in CRM, liaise with product providers, monitor workflow queues, communicate progress to clients
Seniority
Junior to Mid-level, hands-on IC