Expert Financial Planner

5 hours ago

Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱3,200,000 - ₱4,200,000
Comprehensive Financial Planning Expert Required

We are seeking a highly skilled and experienced professional to provide comprehensive financial planning advice to clients. As a key member of our team, you will be responsible for delivering expert financial planning solutions that meet the needs of our clients.

Key Responsibilities:
  • Develop Statements of Advice for all clients
  • Prepare Records of Advice for all clients
  • Support junior planners with non-paraplanning work, including administrative tasks
  • Follow procedures in XPLAN according to internal guidelines
  • Complete insurance quotes and product comparisons
Requirements:
  • Completed education on Australian Financial Planning (RG146 highly regarded) with at least 2 years' experience working for a financial adviser in a similar role or relevant administrative role
  • Attention to detail and accuracy
  • Excellent communication skills
Technical Tools Required:
  • XPLAN KNOWLEDGE
  • IPS system within XPLAN is essential
  • WEALTH SOLVER
  • XTOOLS+
  • Experience with:
    • SUPER / PENSION / INVESTMENT
    • TTR and PENSION REFRESH
    • PERSONAL INSURANCE
  • Microsoft Word and Excel proficiency
What We Offer:
  • Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
  • A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities
  • Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements
  • Career Growth: Take advantage of opportunities for continuous learning and career advancement
  • Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture

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