Senior Financial Planner Assistant

1 day ago

Mandaue City, Central Visayas, Philippines beBeeFinancialPlanner Full time A$1,800 - A$2,600
Job Overview:

A detail-oriented and highly skilled financial planner assistant is sought to support our financial planning team.

The ideal candidate will have experience preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.

  • Key Responsibilities:
  • Prepare high-quality SOAs and ROAs in line with regulatory requirements.
  • Conduct thorough product comparisons and strategy modelling for superannuation, insurance, and pension products.
  • Collaborate 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.

Requirements:

  • Technical Skills:
  • Familiarity with financial planning software such as Xplan, Midwinter, and AdviserLogic.
  • Experience with strategy modelling and product comparison.

Benefits:

This role offers the opportunity to work closely with experienced financial planners and develop your skills in a dynamic environment.

Our company is committed to providing ongoing training and support to ensure you reach your full potential.

We are looking for someone who is passionate about delivering exceptional results and building long-term relationships with clients.

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