Comprehensive Financial Support Specialist

6 days ago


Sorsogon, Bicol, Philippines beBeeParaplanner Full time ₱600,000 - ₱800,000
Key Job Responsibilities
  • Prepare comprehensive Statements of Advice and Records of Advice in line with compliance regulations.
  • 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.
  • Ensure all financial plans and recommendations comply with regulatory guidelines.

This is a detail-oriented and highly skilled role that involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.

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

Key Qualifications and Skills
  • 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.
  • 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.

The successful applicant will be able to manage multiple tasks and meet deadlines in a fast-paced environment.



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