Financial Planning Professional

1 day ago

Ayala Alabang, National Capital Region, Philippines beBeeInsurance Full time ₱4,500,000 - ₱8,500,000
Job Opportunity

We are currently seeking a skilled and experienced Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting advisors in creating comprehensive financial plans for clients.

Your primary responsibilities will include conducting research on insurance products, financial concepts, superannuation, and tax strategies to prepare and analyze financial needs analysis reports. These reports will form the foundation for the advice provided to clients.

You will work closely with advisors to identify appropriate investment strategies based on client needs and goals. Your exceptional communication skills will be utilized to present and review financial plans to clients, ensuring they understand their options and make informed decisions.

To excel in this role, you will need strong numerical and logical reasoning skills, as well as excellent command of the English language. Proficiency in Microsoft Excel and MS Office is also essential.

About the Role
  • 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
  • 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
Requirements
  • 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
  • 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
  • Annual performance appraisal subject for review
  • Access to our free Learning and Development programs

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