Overview of the Role
The Senior Paraplanner will collaborate with the financial planning team and advisers to create compliant advice documents that align with client preferences as well as the policies and guidelines set by the licensee.
Main duties include:
- Reviewing the File Notes provided by the planner, transcribing from audio recording.
- Reviewing the Fact Find for completeness and entering into Financial Planning Software
- Pre-flight audit of the Advice file (to ensure all information has been provided)
- Reviewing the research provided on existing products
- Preparing Product Cost Comparisons/Quotes
- Financial Modelling of current and recommended positions
- Formulating preliminary Strategy Paper (BID) for approval by the adviser
- Prepare Paraplanning submissions for SOA creation or in some cases producing the advice document.
- Updating workflow and systems as directed by clients
- Creates a wider range of advice formulation strategies including more complex and comprehensive advice.
Requirements
- Graduate of Business Administration, Accounting, Engineering or any related course
- Minimum of 2 years of experience in Paraplanning.
- Advanced Diploma of Paraplanning and training on XPLAN
- Wifi Connection of at least 15 Mbps
- Residence within Cebu and Cagayan de Oro
Benefits
- 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
- Additional details will be discussed during the Job Offer stage.