Associate Paraplanner
Location:
Clark, Tarlac, Bataan, Iba and Subic Office
Position:
Full Time
Closing Date:
Wednesday, April 30, 2025
Are you an analytical thinker and a problem solver? Do you have strong skills in data analysis and financial modeling? Can you thrive in a fast-paced environment?
If your answer is yes, then WE WANT YOU!
We are seeking for proactive and client-oriented Associate Paraplanner to join our team. You will be responsible for delivering rigorous and high-quality paraplanning services to the advice network whilst ensuring compliance with regulatory requirements and providing exceptional support to financial advisors.
As an Associate Paraplanner, your duties and responsibilities include:
- Provide exceptional, compliant, and timely paraplanning services to advice network.
- Responsible for the development and implementation of Statements of Advice using Xplan financial planning software.
- Prepare high-quality and compliant Statements of Advice and other advice documents on behalf of planners.
- Specialize in advice development to build financial planning and wealth management knowledge and experience.
- Meet and exceed individual productivity targets.
- Ensure that paraplanning service standards are met.
- Guarantee that paraplanning services are in accordance with licensee standards.
- Prioritize the development and maintenance of advanced financial planning software skills.
- Build and reinforce a constructive and high-performing culture (individually and collectively as a team member).
- Maintain minimum education requirements.
- Prepare basic and comprehensive Statements of Advice and other advice documents dealing with various mainstream strategies in particular: Transition to Retirement, Income Streams, Wealth Creation and SMSF.
- Develop a good working knowledge of various tax structures (highly regarded).
- Gain proficiencies in using Xplan financial planning software.
Qualifications:
- Must have a degree in Accountancy, Financial Management, Business, Banking and Finance, and Economics or any equivalent.
- Preferably has experience working in a Financial Services environment.
- Completion of Advanced Diploma of Financial Services (ADFS) or demonstrated success in continuing ADFS studies is preferred.
- Diploma of Financial Services (DFS) is a plus.
- Must have an advanced understanding of MS Word and Excel Software.
- Can interact (both verbally and written form) effectively with planners.
- Demonstrate strong financial and analytical skills and with keen attention to detail.
- Can work within a team environment, whilst also having individual targets to meet.
- Must be knowledgeable, professional, helpful, and flexible.
- Must be a team player.
