Paraplanner (WFH) - AU

1 week ago


Taguig, National Capital Region, Philippines Sysgen RPO, Inc. Full time ₱400,000 - ₱800,000 per year

WHAT IS A PARAPLANNER?

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 manner

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