Paraplanner

2 weeks ago

Taguig, Philippines AS White Global Full time

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

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