Paraplanner (AU Tax rates background) | WFH | DAYSHIFT

4 days ago

Manila, National Capital Region, Philippines Satellite Office Full time ₱120,000 - ₱180,000 per year

PARAPLANNER

Work for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme Apply now and discover the Satellite Office Candidate Experience – recognized as one of BEST among BPO companies worldwide.

WHAT IS A PARAPLANNER?

Our awesome client, a Finance Company based in Australia is looking for a Paraplanner to be part of their team

WHAT WILL BE YOUR MAIN RESPONSIBILITIES?

  • Assist with the completion and structuring of advice being prepared for new clients
  • Research technical matters involved with advice being developed
  • Financial modelling associated with strategy work for clients
  • Attending to correspondence in and out of the office including email
  • Obtain portfolio information (primarily from the web) required for clients, team leader and FA's
  • Assist the FA's and Team leader with administration items
  • Keep up to date with industry legislation Liaise with fund managers and BDM's
  • General office duties
  • Assist with the development of all forms of advice to clients

QUALIFICATIONS

  • At least 1 – 2 years similar experience in a financial services organisation
  • Knowledge of a recognised Financial Planning Software
  • Client service focus
  • Solid knowledge and delivery of the financial planning process
  • Technical knowledge of superannuation, retirement planning, debt, SMSFS, estate planning and taxation
  • Strong investment market knowledge
  • Excellent time management & organisational skills and the ability to identify areas or methods which could be improved
  • Excellent client relationship management with high satisfaction and retention levels
  • Ability to develop and maintain client relationships in a professional manne

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