Financial Advisor Assistant

17 hours ago

Davao City, Davao, Philippines beBeeParaplanner Full time ₱500,000 - ₱800,000
Job Overview

As a Paraplanner, you will be working closely with Advisors to prepare and implement financial plans for clients. You will require strong comprehension, logical reasoning, and analytical skills.

  • Assist advisors in creating comprehensive financial plans for clients
  • Conduct research on insurance products, financial concepts, superannuation, and tax strategies
  • Prepare and analyze financial needs analysis reports to support the development of financial plans. These reports will form the foundation for the advice provided to clients
  • Collaborate with advisors to identify appropriate investment strategies based on client needs and goals
  • Attend client meetings with advisors 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 the company's database
Competencies and Qualifications

To be successful in this role, you will need to possess:

  • 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 both insurance products and advice preparation
  • Excellent command of the English language
  • Strong skills in Microsoft Excel and MS Office
  • Meticulous attention to detail, especially in calculations and materials prepared
  • Self-starter, has the ability to work independently and takes initiative
  • Strong written and verbal communication skills
What We Offer

As a valued member of our team, you can expect:

  • 100% Remote Work
  • 13th Month Pay
  • Paid Service Incentive Leave (SIL) upon probationary – 1.25 days per month
  • Flexible arrangement allowing worked regular holiday to convert to additional SIL. If this option is exercised then no holiday premium will be payable
  • Annual performance appraisal subject for review
  • Access to our free Learning and Development programs

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