Financial Planning Specialist

13 hours ago

Manila, National Capital Region, Philippines beBeeParaplanner Full time A$1,800 - A$2,600
Key Financial Planning Role

We are seeking a detail-oriented and highly skilled financial planner to support our team.

  • The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).
  • Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.

Responsibilities:

  • Prepare SOAs and ROAs in line with compliance requirements.
  • 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.
  • Adapt to and learn new financial planning software, with training provided.

Requirements:

  • Minimum of 3 years of experience in a paraplanning or financial planning 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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