Paraplanner

1 day ago

Makati City, National Capital Region, Philippines AFPG - Australian Financial Planning Group Full time ₱220,000 - ₱420,000 per year

Company Description

Australian Financial Planning Group (AFPG) is a privately owned financial services company, offering tailored financial and tax planning advice across Australia. Operating under its own financial services and credit license, AFPG provides client-centric solutions in areas such as financial planning, investment advice, retirement planning, and portfolio management. With offices in Sydney and Melbourne, AFPG serves clients nationwide, focusing on customized strategies to meet individual financial needs. The company is committed to delivering quality advice, exceptional service, and comprehensive financial solutions to help clients achieve a better financial future. AFPG values passionate individuals and fosters a supportive and collaborative work environment.

Role Description

This is a full-time role for a Paraplanner based in Makati, with a combination of on-site and work-from-home arrangements. As a Paraplanner, you will support financial advisors (emphasis on plural) by preparing comprehensive personalised financial plans, conducting detailed analysis of financial information, and providing tailored recommendations.

Day-to-day responsibilities include creating investment and financial planning reports (XPLAN modules), researching financial products and services, and ensuring compliance with regulations. Collaboration with the advisory team to enhance client service delivery will also be an essential part of the role.

Qualifications

  • Strong skills in Financial Planning, Investments, and Finance
  • Proficiency in Analytical Skills and Report Writing
  • Attention to detail, accuracy, and ability to work independently
  • Excellent communication and interpersonal skills
  • Relevant qualifications in Finance, Accounting, or a related field
  • Experience in financial services or paraplanning is an advantage
  • Familiarity with compliance requirements and financial software is beneficial

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