Financial Planning Professional

2 days ago

Lipa City, Calabarzon, Philippines beBeeFinancialPlanning Full time A$1,800 - A$2,600
Job Role: Financial Planning Professional

We are seeking a detail-oriented and highly skilled financial planning professional to support our team.

The ideal candidate will have experience preparing comprehensive financial plans, conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.

Key Responsibilities:
  • Develop high-quality financial plans in line with compliance requirements.
  • Conduct thorough product comparisons and strategy modelling for superannuation, insurance, and pension products.
  • Collaborate with senior planners to implement tailored financial strategies for clients.
  • Utilize financial planning software such as Xplan, Midwinter, and AdviserLogic for research and documentation.
  • Maintain accurate client records and liaise with advisers to refine financial strategies.
  • Ensure all financial plans and recommendations comply with regulatory guidelines.

Requirements include:

  • A minimum of 3 years of experience in a financial planning 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.

This is an exciting opportunity to join our team and contribute to delivering exceptional financial planning services. If you are a motivated and detail-oriented individual who thrives in a dynamic environment, we encourage you to apply.

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