Paraplanner

2 days ago

Cebu City, Central Visayas, Philippines SMI Financial Solutions Pty Ltd Full time ₱40,000 - ₱60,000 per year

Company Description

SMI Financial Solutions Pty Ltd is a family-owned Australian business specializing in financial planning and mortgage broking. Led by Chris Smith, who has over 20 years of experience in the financial services industry, we provide strategic financial advice in plain language for easy understanding. Our expert team offers streamlined and personalized solutions that save clients time, money, and stress while addressing all financial planning and brokering needs in one place. At SMI Financial Solutions, we aim to be a trusted partner, offering comprehensive support to help clients achieve financial peace of mind.

Role Description

This is a full-time remote role for a Paraplanner. The Paraplanner will assist in developing financial plans, preparing detailed reports, and conducting research on investments and financial products. Tasks include analyzing client information, collaborating with financial advisers, and ensuring compliance with regulatory requirements. The role also involves preparing recommendations tailored to client needs.

Qualifications

  • Expertise in Financial Planning and knowledge of Finance principles
  • Strong Analytical Skills and a solid understanding of Investments
  • Experience in Report Writing with attention to detail and clarity
  • Ability to interpret financial data and formulate recommendations
  • Proficiency with financial planning software and tools
  • Strong written and verbal communication skills
  • Relevant qualifications such as a Diploma in Financial Planning or equivalent and RG146
  • Understanding of compliance and regulatory standards in financial services is a plus

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