Financial Planning Specialist

2 weeks ago

Porac, Philippines beBeeParaplanner Full time ₱2,700,000 - ₱4,200,000
About the Position

We are seeking a detail-oriented and highly skilled professional to support our financial planning team. The ideal candidate will have experience preparing comprehensive 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 assisting senior financial planners by providing research, analysis, and documentation to ensure seamless client service.

Key Responsibilities
  • Prepare detailed SOAs and ROAs in line with regulatory requirements.
  • Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
  • Assist in the setup and structuring of Self-Managed Super Funds (SMSFs) 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.
Requirements
  • A minimum of 3 years of experience in a similar role.
  • A 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.

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