Senior Financial Planner

8 hours ago

Caloocan City, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600

Key Responsibilities include preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).

The Paraplanner will conduct product comparisons and strategy modelling for superannuation, insurance, and pension products, as well as assist in the setup and structuring of Self-Managed Super Funds (SMSF) for property investment.

Utilizing financial planning software such as Xplan, Midwinter, and AdviserLogic, the Paraplanner will provide research and documentation to support the financial planning team.

Collaborating closely with senior planners, the Paraplanner will implement tailored financial strategies for clients and maintain accurate client records.

  • 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
Financial Planning Skills:
  • Assist in the setup and structuring of Self-Managed Super Funds (SMSF)
  • Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products
  • Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs)
Technical Skills:
  • Proficiency with financial planning software such as Xplan, Midwinter, and AdviserLogic
  • Ability to utilize data analysis and presentation techniques
Personal Skills:
  • Excellent attention to detail and ability to work collaboratively with financial advisers
  • Strong communication and interpersonal skills
What We Offer:

A dynamic and supportive work environment that fosters growth and development. Competitive salary and benefits package. Opportunity to work with experienced professionals in the field of financial planning. Career advancement opportunities based on performance and contributions to the company.

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