Financial Planning Assistant

2 days ago

Taguig, National Capital Region, Philippines beBeeJunior Full time ₱3,500,000 - ₱5,500,000
Paraplanning Opportunity

About the Role:

We are seeking a skilled Junior Paraplanner to assist our Financial Advisors in generating advice documents and implementing advice.

Key Responsibilities:

  • Preparing Compliant Advice Documents (SoA, RoA) using financial planning software.
  • Liaising with fund managers, insurance/superannuation/platform providers and conducting research for investment/insurance recommendations.
  • Completing Advice Implementation and lodgment of implementation paperwork.

Requirements:

  • At least 2 years' experience in a paraplanning role within financial services.
  • Proficiency with financial planning software and well-versed in use comparison and modelling tools.
  • Experience in financial planning processes, fund manager interactions and administrative tasks.
  • Strong analytical skills and attention to detail.

What We Offer:

  • A diverse and supportive work environment.
  • Competitive remuneration package.
  • Opportunity to collaborate and work with global clients and stakeholders.
  • Professional development opportunities.

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