Paraplanner

AS White Global; Taguig; On-site; PHP 400,000 - 600,000; Full time

Job summary

A leading company in wealth management is seeking a Junior Paraplanner in Manila. The role involves assisting Financial Advisors by preparing compliant advice documents and conducting research for investment recommendations. Candidates should have experience in financial planning and strong analytical skills. The company offers a supportive culture, competitive remuneration, and opportunities for career growth.

Benefits

Medical benefits

Great Paid Leave entitlements

Team outings

Travel opportunities

Industry and role-related training

Qualifications

• At least 2 years’ experience in a paraplanning role.
• Experience writing compliant SoAs and RoAs.

Responsibilities

• Preparing Compliant Advice Documents (SoA, RoA) using Xplan.
• Liaising with Fund Managers and insurance providers.

Skills

Analytical Skills

Attention to Detail

Tools

Xplan

Job description

15 hours ago Be among the first 25 applicants

Founded in 2005, our partner has been dedicated to offering wealth management services to select clients, fostering strong partnerships with each of them. Their commitment to providing comprehensive wealth management and retirement planning services remains the same nearly 20 years later.

As the team continues to grow, they are looking for a Junior Paraplanner based in Manila, Philippines, to assist Financial Advisors in generating advice documents and implementing advice.

KEY RESPONSIBILITIES

• Preparing Compliant Advice Documents (SoA, RoA) using Xplan.
• Liaising with Fund Managers, insurance/superannuation/platform providers.
• Conducting research for investment/insurance recommendations.
• Completing Advice Implementation.
• Lodgment of implementation paperwork.

SKILLS, EXPERIENCE & QUALIFICATION

• At least 2 years’ experience in a paraplanning role within financial planning.
• Have experience writing compliant SoAs and RoAs.
• Proficiency with financial planning software (Xplan) and well versed in use comparison and modelling tools.
• Experience in Financial planning processes, fund manager interactions and administrative tasks.
• Strong analytical skills and attention to detail.
• Have a knowledge of financial planning strategies.

ASW OFFERS

• A diverse, inclusive, and supportive company culture.
• Competitive remuneration.
• Opportunity to collaborate and work with global clients and stakeholders.
• Medical benefits.
• Great Paid Leave entitlements.
• Team outings, travel opportunities, company parties/events, and other exciting activities.
• Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, and Australia.
• Industry and role-related training.
• Ongoing career opportunities.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Analyst

• Industries

  Staffing and Recruiting and Financial Services

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