Financial Planning Assistant

10 hours ago

Tarlac City, Central Luzon, Philippines beBeeParaplanner Full time ₱1,150,951 - ₱1,646,986
Job Role Overview

The primary responsibility of a Paraplanner is to assist advisors in creating comprehensive financial plans for clients. This involves working closely with them to prepare and implement plans that meet the client's needs and goals.

Key Responsibilities
  • Assist advisors in developing financial plans for clients.
  • Conduct research on various insurance products, financial concepts, superannuation, and tax strategies.
  • Prepare and analyze financial needs analysis reports to support plan development.
  • Collaborate with advisors to identify suitable investment strategies based on client requirements.
  • Attend client meetings with advisors to present and review financial plans.
  • Gather necessary financial information and documents from clients.
  • Understand and interpret legal documents related to insurance products.
  • Manage and update client information in our database.
Competencies and Qualifications
  • A minimum of 3 years of experience as a Paraplanner or in a similar role in the insurance industry is preferred.
  • Accounting experience is highly advantageous.
  • Strong numerical and logical reasoning skills are essential.
  • Excellent mathematical skills and ability to work with numbers are required.
  • Familiarity with legal documents related to insurance products is necessary.
  • A strong desire to become an expert in both insurance products and advice preparation is expected.
  • Superb English language skills, including written and verbal communication.
  • Proficiency in Microsoft Excel and MS Office is required.
  • Meticulous attention to detail, particularly in calculations and prepared materials.
  • Ability to work independently and take initiative is essential.
  • Strong written and verbal communication skills are necessary.

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