Senior Financial Planning Specialist

8 hours ago

Paranaque City, Calabarzon, Philippines beBeeParaplanner Full time A$1,800 - A$2,600
Job Description:

Our organization is seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team. The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.

The role primarily involves supporting senior financial planners by providing research, analysis, and documentation to ensure seamless client service. We are looking for someone who can work collaboratively with financial advisers, possess excellent written and verbal communication skills, and be able to manage multiple tasks and meet deadlines in a fast-paced environment.

Requirements:
  • 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.
Benefits:

This is a remote role that will be set up as an independent contractor engagement. We offer a flexible working arrangement where you can work from home and collaborate with our team during core business hours.

  • Be available for meetings and collaboration during core business hours.
  • Disclose any existing ongoing roles or client work.
  • Reflect this engagement on your LinkedIn profile clearly marked as 'Independent Contractor'.

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