Financial Services Specialist

3 days ago

Taguig, National Capital Region, Philippines beBeeFinance Full time ₱450,000 - ₱700,000

Job Opportunity

Paraplanner Position

We are seeking an experienced Paraplanner to join our team. As a key member of our operations, you will play a vital role in supporting the creation and implementation of financial plans for clients.

The ideal candidate will have a strong background in finance, excellent analytical skills, and be proficient in preparing comprehensive financial plans. If you have a passion for working with numbers and delivering high-quality results, we encourage you to apply.

Key Responsibilities

  • Assist advisors in creating detailed financial plans for clients.
  • Conduct thorough research on insurance products, financial concepts, superannuation, and tax strategies.
  • Prepare and analyze financial needs analysis reports to support the development of financial plans.
  • Collaborate with advisors to identify suitable investment strategies based on client needs and goals.
  • Attend client meetings with advisors to present and review financial plans.
  • Work closely with clients to gather necessary financial information and documents.
  • Understand and interpret complex legal documents related to insurance products.
  • Effectively manage and update client information in our database system.

Required Skills and Qualifications

  • A minimum of 3 years' experience as a Paraplanner or in a similar role in the financial services industry.
  • Strong numerical and logical reasoning skills, with the ability to work accurately with numbers.
  • Excellent command of the English language, both written and verbal.
  • Proficiency in Microsoft Excel and MS Office, with the ability to work efficiently with various software applications.
  • Meticulous attention to detail, particularly in calculations and materials prepared.
  • Ability to work independently, take initiative, and demonstrate self-motivation.
  • Strong communication and interpersonal skills, with the ability to build effective relationships with clients and colleagues.

Benefits and Opportunities

  • 100% remote work arrangement, providing flexibility and work-life balance.
  • 13th month pay, recognizing your hard work and dedication.
  • Paid Service Incentive Leave (SIL) upon probationary period completion, offering additional time off for relaxation and rejuvenation.
  • Flexible holiday arrangements, allowing you to convert regular holidays into additional SIL without losing holiday premium.
  • Annual performance appraisal, focusing on growth and development opportunities.
  • Access to free Learning and Development programs, empowering you to enhance your skills and knowledge.

Application Process

We understand that searching for a new job can be challenging, and we're committed to supporting you every step of the way. Our goal is to make the process transparent, respectful, and efficient.

The typical interview process includes a Recruiter Interview, Client Interview, and Practical Test. We'll keep you informed throughout each stage, providing feedback as quickly as possible to ensure you feel valued and supported throughout your journey with us.

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