para planner (for pooling)VBP

Overview of the RoleThe function of a Paraplanner is to allow financial planners to focus on working closely with clients and identify their investment needs. Paraplanning includes analyzing clients' needs, and researching and recommending suitable products aligned to those needs.Main duties include:
Fact find input into Financial Planning software.
Completion of modelling in financial planning software of various strategies.
Consider the strategies within the confines of legislation to ensure they are allowable and whether the Adviser has missed any opportunities.
Creation of a Statement of Advice (SoA) document in line with the specifications of the Licensee and Adviser.
Creation of Executive Summaries to support the SoA.
Creation of other compliance paperwork to support the SoA.
Provide feedback to Advisers about any missing compliance documents/ wording that they need to complete in order to have a complete, compliant, client file
Requirements
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 experience
Customer service
Office administration and clerical work
Basic to intermediate MS Outlook, Excel, Word and PowerPoint knowledge
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
VBP

Cebu City, Cebu
Permanent
Full-time