Experienced Paraplanner (For Pooling)
Description
Join our team as an experienced Paraplanner and grow with VBP! Be part of a dynamic environment where your expertise is valued, and your career can flourish.
Overview of the Role
This is a specialist role and will work closely with the Financial Planner to formulate suitable advice strategies for advice clients. The Experienced Paraplanner is a back office (not client-facing) support for Advisers, to work on the formulation of advice strategies for hand off to paraplanning for advice creation.
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.
Successful applicants should:
- 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
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
- Additional details will be discussed during the Job Offer stage.
Non-negotiable requirements
- Wifi Connection of at least 15 Mbps
- Residence within Cebu and Cagayan de Oro