As a Paraplanner, you will play a pivotal role in the financial advisory process by undertaking diverse responsibilities. This includes the meticulous construction of Statements of Advice (SOA) documents that encompass a broad spectrum of financial strategies.
What awaits you in this role?
- Construct Statements of Advice (SOA) documents across a broad spectrum of financial strategies.
- Assist Advisers proactively in managing clients' affairs.
- Maintain a commitment to the highest compliance standards.
- Perform ongoing client maintenance, prepare for annual progress meetings, and manage/prepare any compliance obligations and reviews.
- Develop and manage internal relationships with Advisers and key external service providers to create and maintain administrative and operational efficiencies.
- Support a team of professional advisers by preparing high-quality strategic advice.
- Assist in the proactive management of client affairs.
What’s required to get hired?
- Experienced Paraplanner (2+ years) with a genuine passion for delivering exceptional client outcomes.
- Tertiary Education in an area complementary to the role.
- Experience in Xplan and Office365 would be highly desirable.
- Experienced in creation of advise documents such as Statements of Advise and Records of Advise.
- Preferably has RG 146 certification or Advanced Diploma in Paraplanning.
- Strong organizational skills.
- High attention to detail.
- Ability to work both autonomously and with multiple stakeholders.
- Must be willing to work on a Hybrid Setup in Clark, Pampanga.
- Must be willing for a 1-Month Onsite Training in Clark.
- Willing to work on a Day Shift.
Job Types: Full-time, Permanent
Pay: Php40,000.00 - Php80,000.00 per month
Benefits:
- Health insurance
- Work from home
Experience:
- Paraplanning: 1 year (Required)
- Creation of Statements of Advise: 1 year (Required)
- XPLAN: 1 year (Preferred)
- Creation of Records of Advise: 1 year (Preferred)
License/Certification:
- RG 146 certification or Advanced Diploma of Paraplanning (Preferred)
Work Location: In person
Report job
