Sign up with

Already have an account? Log in here

Need some help?
Talk to us at +91 7670800001

Paraplanner (For Pooling) at KEON

Cagayan de Oro, Northern Mindanao, Philippines -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

0.0

Posted On

21 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Needs Analysis, Compliance Documentation, Office Administration, Customer Service, MS Outlook, MS Excel, MS Word, MS PowerPoint, Fact Finding, Financial Modelling, Statement of Advice, Executive Summaries, Legislation Compliance, Feedback Provision

Industry

Financial Services

Description

Overview of the Role The 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 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 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

Responsibilities

The Paraplanner supports financial planners by analyzing client needs and recommending suitable products. Key tasks include creating compliance documents and providing feedback to advisers.