Associate Paraplanner (Australian Financial Planning)
Advice Lab Inc Taguig Full-time
Are you an experienced paraplanner looking for your next opportunity? We're seeking a detail-oriented and skilled paraplanner to collaborate with Australian Financial Planners in creating effective advice strategies for our clients.
Responsibilities (include but not limited to);- Developing and Constructing Advice Documents: Create high-quality, compliant financial advice documents (SoAs and RoAs) and supporting materials as per adviser preferences in a timely manner.
- Ensuring Document Accuracy: Guarantee all created documents are accurate, technically sound, and personalized in line with legislative requirements and guidelines.
- Complex Advice Strategies: Assist in developing complex and comprehensive advice strategies tailored to authorized representatives' needs.
- Financial Modelling: Assess and model both current and recommended financial positions for authorized representatives.
- System & Workflow Updates: Update systems and workflows in alignment with directions.
- Building Professional Relationships: Foster and maintain strong professional relationships with authorized representatives.
- Supporting Process Development: Assist in developing and improving processes and procedures for paraplanning functions.
Successful applicants should:
- Minimum 1 year of experience in handling similar tasks
- Experience in X-Plan Financial Planning Software
- Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge
- 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
Job Details- Employment Type: Full-time, onsite
- Schedule: Monday to Friday, 7:00 AM – 4:00 PM
- Location: Bonifacio Global City, Taguig City, Metro Manila
- Competitive Salary: We offer a competitive salary that reflects your experience and skills.
- 13th month Payment.
- Relocation Allowance - Assistance with airfare & accommodation for those relocating closer to office.
- HMO: Enjoy great health insurance to keep you covered.
- Company-Provided Equipment: PC/ laptop will be provided from the compan
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