Qualifications:A graduate of any four-year course; orAt least 2 years of college with a bachelor's degree and a minimum of two years of work experience.Experience in customer service.Proficiency in office administration and clerical tasks.Basic to intermediate knowledge of MS Outlook, Excel, Word, and PowerPoint.
About the job
As a Paraplanner, you will play a pivotal role in empowering financial planners to dedicate their efforts to client engagement and investment assessment. Your responsibilities will encompass evaluating client requirements and conducting thorough research to recommend the most suitable financial products tailored to those needs.
Key Responsibilities:
Input data into financial planning software through effective fact-finding.
Model various financial strategies utilizing planning software.
Analyze strategies in accordance with legislative guidelines to ensure compliance and identify any missed opportunities by the adviser.
Draft Statements of Advice (SoA) that align with the specifications set forth by the Licensee and Adviser.
Prepare Executive Summaries to substantiate the SoA.
Generate necessary compliance documentation to support the SoA.
Provide constructive feedback to Advisers regarding any incomplete compliance documents or wording that is essential for a comprehensive, compliant client file.
About vbp
About vbpvbp is committed to delivering exceptional financial planning services that prioritize client needs and satisfaction. Our team of professionals utilizes innovative solutions and strategic insights to ensure that clients receive tailored financial advice and support.
This job posting is no longer active and is not accepting applications.
Paraplanner - Financial Planning Specialist
vbpCagayan De Oro City, Misamis Oriental, Philippines
Qualifications:A graduate of any four-year course; orAt least 2 years of college with a bachelor's degree and a minimum of two years of work experience.Experience in customer service.Proficiency in office administration and clerical tasks.Basic to intermediate knowledge of MS Outlook, Excel, Word, and PowerPoint.
About the job
As a Paraplanner, you will play a pivotal role in empowering financial planners to dedicate their efforts to client engagement and investment assessment. Your responsibilities will encompass evaluating client requirements and conducting thorough research to recommend the most suitable financial products tailored to those needs.
Key Responsibilities:
Input data into financial planning software through effective fact-finding.
Model various financial strategies utilizing planning software.
Analyze strategies in accordance with legislative guidelines to ensure compliance and identify any missed opportunities by the adviser.
Draft Statements of Advice (SoA) that align with the specifications set forth by the Licensee and Adviser.
Prepare Executive Summaries to substantiate the SoA.
Generate necessary compliance documentation to support the SoA.
Provide constructive feedback to Advisers regarding any incomplete compliance documents or wording that is essential for a comprehensive, compliant client file.
About vbp
About vbpvbp is committed to delivering exceptional financial planning services that prioritize client needs and satisfaction. Our team of professionals utilizes innovative solutions and strategic insights to ensure that clients receive tailored financial advice and support.