Hybrid Paraplanner: Financial Planning & Analysis Pro

PrimeOutsourcing Inc.; Mandaluyong; Hybrid; PHP 446,000 - 670,000; Full time

Benefits offered by this job

Flexible working arrangements

Ongoing professional development

Collaborative work environment

Job summary

A financial planning firm in Mandaluyong is seeking a motivated individual to assist the financial adviser with paraplanning and various administrative tasks. Responsibilities include preparing client documents, conducting research on financial products, and ensuring compliance with regulations. The ideal candidate should have experience in paraplanning, strong analytical abilities, and proficiency in financial software. This role offers flexible working arrangements, contributing to the growth of a dynamic business while ensuring work-life balance.

Qualifications

• Proven experience in paraplanning within the financial services industry.
• Ability to model financial planning strategies and future considerations in Xtools.
• Willingness to engage in ongoing education and on-the-job learning.

Responsibilities

• Collaborate with financial adviser to prepare SOA, ROA, and strategy notes for clients.
• Conduct research on Superannuation products, investment options, and insurance products.
• Prepare and review client documents, including investment proposals and retirement plans.

Skills

Paraplanning experience

Proficiency in Xplan

Analytical skills

Communication skills

Attention to detail

Tools

Wealthsolver

Xtools

Risk research software

Job description

A financial planning firm in Mandaluyong is seeking a motivated individual to assist the financial adviser with paraplanning and various administrative tasks. Responsibilities include preparing client documents, conducting research on financial products, and ensuring compliance with regulations. The ideal candidate should have experience in paraplanning, strong analytical abilities, and proficiency in financial software. This role offers flexible working arrangements, contributing to the growth of a dynamic business while ensuring work-life balance.