Financial Professional Opportunity

7 days ago

Tanauan, Calabarzon, Philippines beBeeFinancial Full time A$1,800 - A$2,600

Are you a detail-oriented and highly skilled financial professional looking for a new challenge? We have an exciting opportunity for a Paraplanner to join our team of experts in the field of wealth management.

As a Paraplanner, you will play a key role in supporting our financial planning team by providing research, analysis, and documentation to ensure seamless client service. Your expertise in preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions will be invaluable in helping us deliver exceptional results for our clients.

Required Skills and Qualifications
  • A minimum of 3 years' experience in a paraplanning role.
  • A strong understanding of financial planning principles and regulatory requirements.
  • Proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic.
  • Strong analytical skills with the ability to model financial strategies effectively.
  • Excellent attention to detail and ability to work collaboratively with financial advisers.
  • Strong written and verbal communication skills.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Benefits

This is a remote role that will be set up as an independent contractor engagement. As a successful candidate, you will be expected to:

  • Be available for meetings and collaboration during core business hours.
  • Disclose any existing ongoing roles or client work. We do not allow our candidates to have multiple clients at the same time.
  • Reflect this engagement on your LinkedIn profile (clearly marked as

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