ParaplannerRegent BP Inc
Workplace: Cebu
Salary: Agreement
Work form: Full time
Posting Date: 15/05/2024
Deadline: 23/10/2020
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Regent BP is currently looking for:
PARAPLANNER
MAIN DUTIES & RESPONSIBILITIES
Preparing financial analyses and financial plans for clients.
Assisting with analysis, rebalancing, and administration of client investment portfolios.
Conducting investment research, reporting, and analysis.
Providing support for processing client service needs.
Assisting with creation and implementation of workflows and procedures to improve efficiency
Research financial products and insurance products
Assist to develop strategies and to ensure clients goals are achieved
REQUIREMENTS AND QUALIFICATIONS
At least 1-3 years relevant experience is a plus
Superannuation Knowledge (products, fees, investments and pds)
Exel Experience (very competent with projections and numbers)
Paraplanning experience (not necessary but ideal)
Regulation Knowledge (financial planning experience and finance knowledge)
Fluent in Microsoft Word and Excel; additional software facility a plus
Analytical, organized, and detail-oriented
PARAPLANNER
MAIN DUTIES & RESPONSIBILITIES
Preparing financial analyses and financial plans for clients.
Assisting with analysis, rebalancing, and administration of client investment portfolios.
Conducting investment research, reporting, and analysis.
Providing support for processing client service needs.
Assisting with creation and implementation of workflows and procedures to improve efficiency
Research financial products and insurance products
Assist to develop strategies and to ensure clients goals are achieved
REQUIREMENTS AND QUALIFICATIONS
At least 1-3 years relevant experience is a plus
Superannuation Knowledge (products, fees, investments and pds)
Exel Experience (very competent with projections and numbers)
Paraplanning experience (not necessary but ideal)
Regulation Knowledge (financial planning experience and finance knowledge)
Fluent in Microsoft Word and Excel; additional software facility a plus
Analytical, organized, and detail-oriented
Other Info
2 to 4 Years Experience
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Regent BP Inc
About the company
Customer Service Representative/TS
Cebu, CebuAgreement
Cebu, CebuAgreement
Cebu, CebuAgreement
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