Financial Planning Support Specialist

2 weeks ago

Porac, Philippines beBeeCompliance Full time A$24,000 - A$36,000
Job Title: Financial Planning Support Specialist

We are seeking an experienced Client Service Officer/Paraplanner to join our offshore team. This role is designed for someone who can work independently, take initiative, and build trust within the team.

Key Responsibilities:
  • End-to-end client service process management to ensure seamless client experiences.
  • Prepare and review Statements of Advice (SoAs), Records of Advice (RoAs), and other compliance-related documents.
  • Support financial advisers by handling paraplanning tasks with accuracy and timeliness.
  • Maintain and update client records in CRM systems.
  • Liaise with product providers and clients to follow up on applications, transactions, and outstanding requirements.
  • Ensure compliance with Australian financial services regulations and company policies.
  • Proactively identify opportunities to improve processes and contribute to a positive team culture.
Required Skills and Qualifications:
  • Minimum 5 years of experience in client services, paraplanning, or a similar role in financial planning/wealth management.
  • Strong understanding of financial planning processes and compliance requirements.
  • Ability to work independently with minimal oversight.
  • Excellent attention to detail and organizational skills.
  • Strong communication skills (verbal and written) to liaise confidently with advisers, providers, and clients.
  • Proficiency with financial planning software, CRMs, and Microsoft Office Suite.
  • Self-driven, proactive, and committed to building trust and long-term relationships within the team.

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