Senior Paraplanner

1 day ago

Cebu City, Central Visayas, Philippines Collective Outsourcing, Inc. Full time ₱900,000 - ₱1,200,000 per year

We are searching for an outstanding Senior Paraplanner from the Philippines in a 100% WFH role.

In this role you will be responsible for the following:

Record of Advice

  • Produce compliant Records of Advice including WS, RR and Modelling

Statement of Advice

  • Review advice request.
  • Demonstrate competency with all Xplan modules (Client Focus, IPS, Wealth Solver, Risk Researcher and Xtools+).
  • Produce compliant Statement of Advice with Xplan Reports.
  • Quality check your work for errors.

To apply for this role you MUST possess ALL of the following attributes:

  • You are RG146 Qualified
  • You are comfortable communicating with your adviser verbally
  • You have strong attention to detail and a positive attitude
  • You have at least 2 years' experience as a paraplanner
  • You have at least 2 years' experience using Xplan software
  • You are highly proficient in WS, RR and Xtools+

In your role, you will receive ongoing coaching, guidance and training with the opportunity to learn and develop your skills.

In our company, you will receive ongoing staff benefits. Our team is growing and you will be a valued member of a hardworking, fun team of people

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