Senior Financial Advisor

16 hours ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱900,000 - ₱1,080,000
Paraplanner Role

We are seeking a skilled Paraplanner to support financial advisors in preparing Statements of Advice and conducting research. The ideal candidate will have strong knowledge of compliance and regulatory frameworks related to financial advice.

Key Responsibilities:
  • Assist financial advisors in creating comprehensive financial plans, including investment, retirement, insurance, and estate planning strategies.
  • Prepare and deliver high-quality Statements of Advice (SOAs) and Records of Advice (ROAs).
  • Liaise effectively with advisors and key staff members to gather and verify client information.
Requirements:
  • Relevant degree in Finance, Accounting, or Business.
  • At least 4 years' experience as a paraplanner in the financial services industry.
  • Proven ability to prepare complex SOAs efficiently and accurately.
  • Strong knowledge of financial planning concepts, superannuation, insurance, and investment products.
What You'll Bring:
  • A Bachelor's degree in a relevant field.
  • Excellent analytical and problem-solving skills.
  • Ability to work independently and as part of a team.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.

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