Paraplanner

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.
• Attention to detail and strong analytical skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and meet deadlines.
• Familiarity with compliance requirements for financial planning.
• Willingness to engage in ongoing education and on the job learning.
• Willing to work in Mandaluyong area with 3 days in office and 2 days work-from-home.
• Collaborative and flexible work environment.

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.
• Prepare and review client documents, including investment proposals and retirement plans.
• Ensure compliance with industry regulations and internal standards.

Skills

Paraplanning experience

Proficiency in Xplan

Analytical skills

Communication skills

Attention to detail

Willingness to learn

Tools

Wealthsolver

Xtools

Risk research software

Risk research

Job description

We are seeking a motivated and versatile individual to join our small but growing financial planning business. The ideal candidate will play a vital role in assisting our financial adviser by providing para-planning expertise while also contributing to various administrative tasks to ensure the smooth functioning of our operations.

Responsibilities

Collaborate with financial adviser to prepare SOA, ROA and strategy notes for clients.

Conduct research on Superannuation products, investment options, and insurance products.

Assist in constructing complex financial models and scenarios to support client recommendations.

Prepare and review client documents, including investment proposals and retirement plans.

Ensure compliance with industry regulations and internal standards.

Qualifications

Proven experience in paraplanning within the financial services industry.

Proficiency in financial software including Xplan, Wealthsolver, Xtools, and risk research.

Ability to model financial planning strategies and future consideration in Xtools.

Attention to detail and Strong analytical skills

Excellent communication and interpersonal skills.

Ability to manage multiple tasks and meet deadlines.

Familiarity with compliance requirements for financial planning.

Willingness to engage in ongoing education and on the job learning

Willing to work in Mandaluyong area. 3 days office and 2 days work-from-home

Flexible working arrangements to support work-life balance.

Opportunity to contribute to the growth of a small, dynamic financial planning business.

Exposure to diverse aspects of financial planning and administration.

Access to ongoing professional development and training opportunities.

Collaborative and supportive work environment.