Paraplanner

4 days ago

Cebu City, Central Visayas, Philippines Qwrk. Full time
Overview

Be part of our growing team as a Paraplanner now

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

Note: For more information about our company, visit our website:


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