Supporting Financial Planning

1 day ago

Caloocan City, National Capital Region, Philippines beBeeFinancial Full time ₱60,000 - ₱75,000

Job Description:

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We are seeking a detail-oriented and highly skilled professional to support our financial planning team. The ideal candidate will have experience preparing comprehensive financial plans, conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.

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Key Responsibilities:

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  • Prepare 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.
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Requirements:

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  • 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.
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Benefits:

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This is a remote role that offers flexibility and autonomy. Successful candidates will be expected to be available for meetings and collaboration during core business hours.

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Employment Details:

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  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Administrative and Finance

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