Paraplanner (SO2)

Finance And Back Office Taguig City, National Capital Region


Description

KEY RESPONSIBILITIES & DUTIES:

  • Prepare compliant Statements of Advice (SOA) and Records of Advice (ROA) in collaboration with the Financial Planners
  • Be thoroughly conversant with clients' overall financial situation, current and future requirements, including risk profile and return objectives
  • Work collaboratively to ensure timely, professional and accurate work
  • Establish and maintain client data on Xplan system
  • Prepare Xtools (Xplan) modelling as a part of SOA production where required.
  • Insurance Comparison & Quote preparation via Xplan Risk Researcher
  • Maintain working knowledge of financial planning issues, strategies and continual professional development (CPD, 40 hours per year)
  • Maintain a commitment to the company vision, mission and practice of the organisation
QUALIFICATIONS & EXPERIENCES:
  • Minimum 3+ years' experience in a financial planning or Paraplanning role
  • Diploma of Financial Services (Financial Planning) or equivalent
  • Superior written and verbal communication skills and high attention to detail
  • Client focused and target driven
  • Use of Xplan system or similar Financial Planning software is essential
  • Strong time management skills
  • Strong commitment to learning and continuing professional development