Skilled Financial Planner

2 days ago

Manila, National Capital Region, Philippines beBeeParaplanner Full time ₱180,000 - ₱250,000

Join our company as a skilled Paraplanner to provide research and analysis support for senior financial planners. This role involves working closely with the planning team to deliver high-quality client service.

About the Role

We are seeking an experienced Paraplanner to join our dynamic team. The ideal candidate will have a strong understanding of financial planning principles and be proficient in using financial planning tools such as Xplan, Midwinter, and AdviserLogic.

  • Key Responsibilities:
  • Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs) in line with compliance requirements.
  • Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.
  • Assist in setting up and structuring Self-Managed Super Funds (SMSF) for property investment.
  • Utilize financial planning software to research and document financial plans.
  • Work collaboratively with senior planners to implement tailored financial strategies for clients.
Requirements

To be successful in this role, you will need:

  • A minimum of 3 years of experience in a paraplanning role.
  • 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.
What We Offer

This is a remote role that offers flexibility and autonomy. As a contractor, you will be expected to:

  • Be available for meetings and collaboration during core business hours.
  • Disclose any existing ongoing roles or client work.
  • Reflect this engagement on your LinkedIn profile clearly marked as 'Independent Contractor'.

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