Financial Planner

14 hours ago

Cebu City, Central Visayas, Philippines beBeeParaplanning Full time A$1,800 - A$2,600
Job Opportunity
Are you a skilled financial professional looking for a new challenge? Do you have experience in preparing Statements of Advice (SOAs) and Records of Advice (ROAs)? We are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. Our ideal candidate will have a strong understanding of financial planning principles and regulatory requirements, proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic, and excellent analytical skills.

Key Responsibilities:
  • Prepare comprehensive SOAs and ROAs in line with compliance requirements.
  • Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
  • Assist in the setup and structuring of Self-Managed Super Funds (SMSF) for property investment.
  • Utilize financial planning software for research and documentation.
  • Work closely with senior planners to implement tailored financial strategies for clients.
  • Ensure all financial plans and recommendations comply with regulatory guidelines.
  • Maintain accurate client records and liaise with advisers to refine financial strategies.

Benefits:
This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to:
  • Be available for meetings and collaboration during core business hours
  • Disclose any existing ongoing roles or client work
  • Reflect this engagement on their LinkedIn profile clearly marked as Independent Contractor

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