Senior Paraplanner Position

7 days ago

Tanauan, Calabarzon, Philippines beBeeFinancial Full time ₱45,000 - ₱60,000
Job Overview

We are seeking a detail-oriented and skilled Financial Planning Assistant to support our financial planning team. The ideal candidate will have experience 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.

Main Responsibilities
  • Prepare comprehensive SOAs and ROAs in line with regulatory guidelines.
  • 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 such as Xplan, Midwinter, and AdviserLogic for research and documentation.
  • Work closely with senior planners to implement tailored financial strategies for clients.
  • Maintain accurate client records and liaise with advisers to refine financial strategies.
  • Adapt to and learn new financial planning software, with training provided for Intelliflow.
Required Skills and Qualifications
  • Minimum of 3 years of experience in a paraplanning role.
  • Strong understanding of financial planning principles and regulatory requirements.
  • Proficiency with financial planning tools such as Xplan, Midwinter, and AdviserLogic (experience with Intelliflow is an advantage but training will be provided).
  • 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

The successful candidate will have the opportunity to work in a dynamic and supportive team environment, with access to ongoing training and professional development opportunities.

What We Offer
  • A competitive salary package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive team environment.

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