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The function of a Paraplanner is to allow financial planners to focus on working closely with clients and identify their investment needs. Paraplanning includes analyzing clients needs, and researching and recommending suitable products aligned to those needs.
Main duties include:
- Fact find input into Financial Planning software.
- Completion of modelling in financial planning software of various strategies.
- Consider the strategies within the confines of legislation to ensure they are allowable and whether the Adviser has missed any opportunities.
- Creation of a Statement of Advice (SoA) document in line with the specifications of the Licensee and Adviser.
- Creation of Executive Summaries to support the SoA.
- Creation of other compliance paperwork to support the SoA.
- Provide feedback to Advisers about any missing compliance documents/ wording that they need to complete in order to have a complete, compliant, client file
- Other Adhoc tasks:
- From time to time we will also ask you to assist with other Admin/ Compliance tasks, these may include:
- Maintain timesheets on all work being completed.
- Provide support to your Pod Manager and Operations Manager as required.
- Consider methods of efficiency that can be shared with your team.
- Always consider room for improvement and how tasks could be completed more efficiently
Successful applicants should:
- A graduate from any four (4) year course; or
- At least 2 years in college with any bachelor's degree with at least two (2) years of working experience
- Customer service
- Office administration and clerical work
- Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge
Benefits you and your family can enjoy:
- 500K per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- Electricity & Data subsidies
- 25K Educational Assistance
- Training and equipment will be provided
- Fixed Schedule of Mon-Fri from 7 AM to 4 PM
Non-negotiable requirements:
- Wifi Connection of at least 15 Mbps
- Residence within Cebu and Cagayan de Oro
