Opportunity 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.
The team, consisting of experienced financial planners and support staff, offers a wide range of financial planning services to individuals, businesses, superannuation fund members, and trustees. As the team continues to grow, they are looking for a Paraplanner based in Manila, Philippines. This role will follow a hybrid working arrangement, requiring on-site presence once or twice per month.
KEY RESPONSIBILITIES
- Preparing Compliant Advice Documents (SoA, RoA) using Xplan.
- Entering Clients Information into Xplan.
- Liaising with Fund Managers, insurance/...