Paraplanner

15 hours ago Be among the first 25 applicants Founded in 2005, our partner has been dedicated to offering wealth management services to select clients, fostering strong partnerships with each of them. Their commitment to providing comprehensive wealth management and retirement planning services remains the same nearly 20 years later. As the team continues to grow, they are looking for a Junior Paraplanner based in Manila, Philippines, to assist Financial Advisors in generating advice documents and implementing advice. KEY RESPONSIBILITIES Preparing Compliant Advice Documents (SoA, RoA) using Xplan. Liaising with Fund Managers, insurance/superannuation/platform providers. Conducting research for investment/insurance recommendations. Completing Advice Implementation. Lodgment of implementation paperwork. SKILLS, EXPERIENCE & QUALIFICATION At least 2 years’ experience in a paraplanning role within financial planning. Have experience writing compliant SoAs and RoAs. Proficiency with financial planning software (Xplan) and well versed in use comparison and modelling tools. Experience in Financial planning processes, fund manager interactions and administrative tasks. Strong analytical skills and attention to detail. Have a knowledge of financial planning strategies. ASW OFFERS A diverse, inclusive, and supportive company culture. Competitive remuneration. Opportunity to collaborate and work with global clients and stakeholders. Medical benefits. Great Paid Leave entitlements. Team outings, travel opportunities, company parties/events, and other exciting activities. Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia. Industry and role-related training. Ongoing career opportunities. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance and Analyst Industries Staffing and Recruiting and Financial Services Referrals increase your chances of interviewing at AS White Global by 2x Sign in to set job alerts for “Paraplanner” roles. Manila, National Capital Region, Philippines 15 hours ago Makati, National Capital Region, Philippines 1 week ago Group Administration Associate (Fixed Term) Taguig, National Capital Region, Philippines 3 weeks ago PRU Life UK Financial Advisor with Travel Perks and HMO Quezon City, National Capital Region, Philippines 1 month ago Taguig, National Capital Region, Philippines 2 weeks ago Mandaluyong, National Capital Region, Philippines 1 week ago Financial and Investment Advisor | Work From Home Manila, National Capital Region, Philippines 5 months ago Group Administration Associate (Fixed Term) Taguig, National Capital Region, Philippines 3 weeks ago PRU Life UK Financial Advisor WFH and Flexible Time Makati, National Capital Region, Philippines 1 day ago Manila, National Capital Region, Philippines 2 days ago Manila, National Capital Region, Philippines 4 months ago Part time and Full time Financial Advisor Taguig, National Capital Region, Philippines 2 weeks ago Pasay, National Capital Region, Philippines 3 weeks ago Part Time Financial Advisor - Weekly Income Makati, National Capital Region, Philippines 2 weeks ago Virtual Assistant - Employee Benefits Insurance Quezon City, National Capital Region, Philippines 1 month ago Financial Planning & Analysis Assistant Manager Makati, National Capital Region, Philippines 3 weeks ago Manila, National Capital Region, Philippines 2 weeks ago Makati, National Capital Region, Philippines 1 week ago Part Time Financial Advisor with Travel Incentives and HMO Makati, National Capital Region, Philippines 1 month ago Taguig, National Capital Region, Philippines 1 week ago Manila, National Capital Region, Philippines 3 weeks ago DWS - Financial Planning & Analysis Manager (AUM and Flows) - AVP Taguig, National Capital Region, Philippines 2 weeks ago General Virtual Assistant (For Pooling) - 100% Work From Home Quezon City, National Capital Region, Philippines 1 week ago Manila, National Capital Region, Philippines 1 week ago Pasig, National Capital Region, Philippines 1 week ago Admissions Assistant | Office of Admission and Aid Quezon City, National Capital Region, Philippines 1 week ago Mandaluyong, National Capital Region, Philippines 1 week ago Admin and Insurance Policy Associate - Fresh Graduates- 30k Package Pasig, National Capital Region, Philippines 1 week ago Bancassurance Administrative Support Officer (BDO Life) Makati, National Capital Region, Philippines 1 week ago Mandaluyong, National Capital Region, Philippines 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr