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Paraplanner - Financial Adviser Support

2 to 4 Years

With business certificates

Established in 2017
2-10 Employees

Cebu Business Park, Luz, Cebu City, Cebu

Posted On: May 04, 2021

Job ID: 375064

Details


We are currently looking for:
 
PARAPLANNER - FINANCIAL ADVISER SUPPORT
 
Complete Financial Solutions Philippines (Complete FS Philippines) delivers financial planning, accounting, and taxation support services to our clients. We are composed of dedicated, diligent, multi-discipline employees brought together by a common goal of providing the best specialized financial outsourcing service in the Philippines.
 
Working together for your financial success”
 
Our mission is to work together for the financial success of our clients. Our vision is to provide the best workplace to aspiring professionals who seek continuous self-development. We believe that work and personal development should go hand in hand. We believe in our people and allow them to reach greater heights than before. 
 
Our company culture underscores competence and compassion.
 
We are committed to provide the best training and support to our team, so that we may serve our clients better. We are very attentive to every detail and encourage thinking outside the box. 
 
We are equally committed to put our hearts in our work, establish close rapport with our clients, and acknowledge that everything we do should add value to the business of our clients, not take away from it.
 
We are looking for a team member who will bring hard work, value and growth to our rapidly expanding team. If you want to make a difference in your career, apply below.
 
WHAT WE OFFER:
  • Monthly attendance and performance bonus
  • Structured financial planning training
  • Personal development and skills training
  • Premium HMO coverage
  • Fixed work schedule – Monday to Friday, day shift only
  • Fixed day off – Saturday and Sunday
  • Paid 2 weeks Christmas vacation (based on tenure)
  • Leave credits on your first day of work
  • Relaxed dress code
  • Competent, transparent, tailored and fair management team
  • Pantry, conference room, clean comfort rooms
  • Premier office location in IT Park Cebu 
    • Easy parking and access to public transportation 
    • PUJ/PUV terminal just below the building
    • Taxi bay a few meters from the office
    • Option to work from home or on site
  • Government mandated benefits:
    • Complete mandatory benefits – SSS, Philhealth, HDMF
    • Holiday pay
    • 13th month pay
    • Overtime pay
    • Single parent leave
    • Maternity and paternity leave, etc.
Job Description:
 
A paraplanner is a person within the Financial Services industry that prepares Statement of Advice documents, financial modelling and other financial planning documents.
 
A paraplanner is usually working under the direction of a senior financial planner. The paraplanner performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client. Next, the paraplanner reviews the client's financial records and starts creating and modeling different possible financial scenarios. In the process of creating these scenarios, the paraplanner determines how assets should be allocated and ultimately uses this information to make recommendations on which financial plan should be followed.
 
Qualifications:
 
Education
  • At least Accountancy or Management Accounting Bachelor’s Degree from a reputable school/university
  • Good scholastic track record. Honor students are welcome and encouraged to apply
  • Undergraduate in Law is a plus!
  • Diploma in Financial Planning (Dip FP or Advanced Dip FP) is an advantage but not required
Skills and Experience
 
We will hire a candidate with the capacity and experience to do the requirements below:
  • Preparing Fact Find documents
  • Writing Record of Advice (RoA) and Statement of Advice (SoA) on risk and investment strategies
  • Analyzing paraplanning requests
  • Generate investment statements, certificate of currency
  • Research on existing and recommended financial products
  • Handling data XPLAN:
    • Client data
    • WealthSolver
    • Risk Researcher
    • XTools
    • Like for Like, etc.
  • Excellent written communication skills
  • Great English grammar and punctuation
  • Strong attention to detail is a must!
  • Accuracy in proofreading, reviewing and editing documents
  • Proficiency and speed in using MS Excel and Word
  • Must be a fast learner, team player, self-starter
  • Excellent analytical and problem solving skills
  • Ability to multi-task and think outside the box

How to Apply


If you’re interested, contact us now!
 
Email your resume to jobs.completefs@gmail.com

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