Paraplanner (AU Account)
Location:
Clark and Subic Office
Position:
Full Time
Closing Date:
Friday, August 30, 2024
Do you have a keen eye for detail and a passion for numbers? Are you skilled in using financial planning software? Can you work well with a team?
If your answer is yes, then WE WANT YOU!
We’re seeking a Paraplanner (AU Account) to join our team. Here, you will play an important role in supporting our financial advisors by preparing comprehensive financial plans and conducting in-depth research.
As a Paraplanner (AU Account), your duties and responsibilities include:
- Develop and implement Statements of Advice (SOAs) using Xplan.
- Prepare high-quality and compliant SOAs and other advice documents on behalf of planners.
- Prepare basic and comprehensive SOAs and other advice documents dealing with various mainstream strategies in particular: Transition to Retirement, Income Streams, Wealth Creation and SMSF.
- Ensure SOAs and other advice documents adhere to strict compliance and quality standards.
- Conduct in-depth financial analysis and research to support advice development.
- Liaise with Financial Advisors and Client Relationship Managers.
- Continuously develop advanced financial planning software skills.
- Contribute to a positive and productive team culture.
- Maintain a strong understanding of tax structures and their impact on financial planning.
- Meet individual productivity targets and adhere to company policies and procedures.
- Complete additional ad hoc administrative tasks, as required.
Qualifications:
- Bachelor’s degree in Accountancy, Financial Management, Business, Banking and Finance, and Economics or any equivalent.
- At least two years of experience in a financial services environment.
- Diploma and/or Advanced Diploma of Financial Services (ADFS) or demonstrated success in continuing ADFS studies is preferred.
- Proficiency in Microsoft Word and Excel.
- Strong financial analysis and attention to detail.
- Excellent written and verbal communication skills, especially when communicating with planners.
- Strong interpersonal and teamwork abilities.
- Ability to meet deadlines and manage multiple tasks.
- Strong organizational and time management skills.
- Adaptability and willingness to learn.
- Willing to be assigned to Clark, Pampanga, or Subic Bay Freeport Zone.
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