Paraplanner (OFFICE BASED: AS FORTUNA BANILAD MANDAUE CITY)

As our Paraplanner, you are responsible for preparing high-quality and compliant comprehensive advice documents. You will work directly with the Financial Advisers, with whom you can easily communicate.

Key accountabilities include but are not limited to

- Prepare Statements of Advice (SOA) and Records of Advice (ROA) to ensure compliance with industry regulations.
- Prepare product comparisons and insurance research and communicate with providers for data gathering.
- Preparing cash flow modelling / projections through Adviser Logic.
- Assist in the development of product and strategy recommendations with Financial Adviser.
- Provide administrative support to the Financial Planner in preparing the advice implementation paperwork and Advice Summary document.

Specification Knowledge:

- Excellent understanding of Australian financial planning processes.
- Excellent technical knowledge in financial advice areas such as cash flow, investments, debt management, super, insurance protection, Centrelink, estate and retirement planning.

Experience:
- At least 3 years of experience in Paraplanning role (writing comprehensive SOA and ROA)
- Experience using Adviser Logic is preferable including modelling various scenarios (must willing to learn)

Office Location: AS Fortuna Banilad Mandaue City

Benefits and Perks:
• Day Shift only (7 AM - 4 PM), Weekends Off
• Competitive Salary (6 months increase and yearly appraisal)
• 13th Month Pay
• 2 weeks paid Christmas Vacation
• 10 days of paid annual leave
• 10 days of paid Ph & Au Public holidays
• Quarterly and Year-end Performance Bonus
• Health Insurance Coverage after 6 months
• Complete Office Equipment set-up
• Opportunity for career growth
• Active working environment
• Employee engagement: Development Training / Team building / Board Meetings / Fun Fridays
• Option to live and work onsite at the company office
• Direct communication with Australian team