Expert Financial Plan Creator

2 days ago

Mandaluyong City, National Capital Region, Philippines beBeeParaplaner Full time $40,000 - $60,000

Role Summary

As a Paraplanner, you will be working closely with our advisors to create comprehensive financial plans for clients. Our goal is to make sure that you have the necessary skills and knowledge to prepare expert advice for clients.

The ideal candidate will possess strong analytical and logical reasoning skills, as well as excellent English language communication skills in both written and verbal.

Responsibilities:

  • Assist advisors in creating financial plans for clients.
  • Conduct research on insurance products and financial concepts.
  • Prepare and analyze financial needs analysis reports.
  • Collaborate with advisors to identify investment strategies based on client needs and goals.
  • Attend client meetings to present and review financial plans.
  • Work with clients to gather necessary financial information and documents.
  • Understand and interpret legal documents related to insurance products.
  • Manage and update client information in our database.

Competencies and Qualifications:

  • 3 years of experience as a Paraplanner or in a similar role in the insurance industry is preferred.
  • Accounting or similar experience is highly advantageous.
  • Strong numerical and logical reasoning skills.
  • Good with math and comfortable working with numbers.
  • Familiarity with legal documents related to insurance products.
  • A desire to become an expert in insurance products and advice preparation.
  • Excellent command of the English language.
  • Strong skills in Microsoft Excel and MS Office.
  • Meticulous attention to detail.
  • Self-starter, able to work independently and take initiative.
  • Strong written and verbal communication skills.

Benefits:

  • 100% remote work arrangement.
  • 13th month pay.
  • Paid Service Incentive Leave upon probationary.
  • Flexible holiday arrangement.
  • Annual performance appraisal.
  • Access to our free Learning and Development programs.
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Our application process includes a Recruiter Interview, Client Interview, and Practical Test. We'll keep you informed throughout each stage and provide feedback as quickly as possible.

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