Senior Financial Planning Professional

12 hours ago

Marikina City, National Capital Region, Philippines beBeeFinancial Full time A$1,800 - A$2,600
Financial Planning Associate

We are seeking a detail-oriented and highly skilled professional 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.

  • Prepare comprehensive SOAs and 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.
  • Adapt to and learn new financial planning software, with training provided for Intelliflow.
Key Requirements
  • 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.

This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to:

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

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