Senior Financial Planner Assistant

6 days ago

Rizal, Philippines beBeeParaplanner Full time ₱900,000 - ₱1,200,000
Job Opportunity

We are seeking a highly skilled and detail-oriented professional to support our financial planning team in the role of Financial Planning Assistant.

Main Responsibilities:

  • Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (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 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.
  • Maintain accurate client records and liaise with advisers to refine financial strategies.

Requirements:

  • Minimum of 3 years of experience in a similar 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.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

This is a remote role that requires strong communication skills, attention to detail, and analytical skills.

Benefits:

This role offers the opportunity to work with a talented team, develop your skills and expertise, and contribute to the success of our organization.

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