PARAPLANNER | Fixed Dayshift and Weekends Off

4 days ago

Cebu City, Philippines Qwrk. Full time

Paraplanner Be among the first 25 applicants and get AI-powered advice on this job and more exclusive features. Be part of our growing team as a Paraplanner. What’s in it for me? Be part of a Young, Motivated and Agile company Grow Learn Guide While having FUN Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break What does this role entail? The overall objective of this role is to produce professional, high quality compliant advice documents with appropriate strategic & investment recommendations. What are the proficiencies expected of me? 2 Years or more relevant experience in Paraplanning Advanced Diploma of Paraplanning (formerly known as RG-146 Certification) is a plus College graduate with experience in writing documents (legal, finance, banking, engineering, and other related fields) Excellent report writing skills; high level of English proficiency Intermediate to proficient skill level in: MS Outlook, Excel, Word and PowerPoint What are the things expected of me? Produce professional, high quality, accurate and compliant advice documents with appropriate strategic & investment recommendations with the use of designated/required financial planning software Prepare compliant advice support documents Ability to understand and compare basic money management options Prepare accurate financial modelling and compare different financial planning modelling scenarios with the use of the designated/required software Liaise efficiently and clearly with clients (advisers) to obtain needed information and to notify them clearly regarding the progress status of the requested document Completion of allocated work within the specified time frames (meeting target submission and due dates) Provide technical support to clients Build solid relationships with each client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, etc.) Actively contribute to our positive and dynamic team culture If you’re a talented individual who loves challenges, BE PART OF OUR GROWING TEAM and APPLY NOW For more information about our company, visit our website: Referrals increase your chances of interviewing at Qwrk. By 2x. Sign in to set job alerts for “Paraplanner” roles. Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr

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