Job Description

THE OPPORTUNITY

Founded in 2005, our partner has been dedicated to offering wealth management services to select clients, fostering strong partnerships with each of them. Their commitment to providing comprehensive wealth management and retirement planning services remains the same nearly 20 years later.


As the team continues to grow, they are looking for a Paraplanner based in Manila, Philippines, to assist Financial Advisors in generating advice documents and implementing advice.


KEY RESPONSIBILITIES

  • Preparing Compliant Advice Documents (SoA, RoA) using Xplan.
  • Entering clients' information into Xplan.
  • Liaising with Fund Managers, insurance/superannuation/platform providers.
  • Conducting research for investment/insurance recommendations.
  • Completing Advice Implementation.
  • Lodgment of implementation paperwork.


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