B4B Solutions Inc.
B4B Solutions Inc.

Paraplanner  

B4B Solutions Inc.

 
  • Makati, Philippines
    6th Floor, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • Full timeFULL_TIME

Expired 4 years ago

2020-01-05T16:00:00+00:00
Job closed.

Job Description

Role

You will provide administrative support for Australian-based financial advisers on a portfolio of products and prepare reports and statements of advice for clients. This is a fast-paced environment - perfect for hard workers, quick learners, organized, client-focused, and people with the highest levels of attention to detail and who love reading.

Opportunities

Our Australia-based client has been providing paraplanning services that are cost-effective to Australian financial advisers and dealer groups. They are committed to quality. You will help our client drive growth by ensuring the delivery of high-quality work with the quick turnaround time for the completion of tasks.

As a Senior Paraplanner, you will:

  • Prepare financial plans and statement of advice which are legally binding documents
  • Be a key contributor in delivering SOAs and ROAs in a timely fashion
  • Assist Financial Planners in reviewing, analyzing and preparing financial plans
  • Prepare and review documentation and reports for Financial Planners including maintaining and improving templates
  • Input data and modeling of client strategies through Xplan or other relevant software
  • Conduct research and analysis of data
  • Research technical strategies and new products as required
  • Ensure strict compliance with legislation and licensee standards
  • Oversee the production of SOAs
  • Constantly be tested and given opportunities to develop your skills

Your daily tasks will include:

  • Provide day-to-day support to Australian Financial Planners
  • Prepare Statements of Advice which includes modeling of Financial Advice based on client instructions and provide supporting documents or reports when necessary
  • Produce scenarios/Cash Flows when requested
  • Directly liaise with clients, fund managers, superannuation funds, insurance companies, and internal stakeholders to execute plan strategies
  • Update XPLAN and other relevant software based on documents provided by the client
  • Invoice clients accurately in a timely manner
  • Prepare and submit weekly sales report to the management
  • Liaise with senior management when necessary
  • Perform other tasks as assigned by the client and/or the management

Minimum Qualifications

  • Minimum 2 years’ experience in Australian Statement of Advice preparation
  • Diploma of Financial Planning (RG146) compliant
  • Experience with XPLAN and Xtools+
  • Experience with Smartsheet and Midwinter would be preferable
  • Previous exposure to Australian clients
  • Awareness of Australian business culture
  • Knowledge of Microsoft Office Applications, in particular, Excel, and Word
  • Has experience in overseeing paraplanning production or paraplanning team would be preferable

Essential Attributes

  • Mature disposition
  • Respect for the confidentiality and the sensitivity of information
  • Excellent English communications skills – both written and verbal
  • Comprehensive understanding of the financial planning process
  • Exceptional time management skills to meet tight deadlines
  • Ability to work in a busy environment while maintaining the highest attention to details in reviewing documentation and legal correspondence
  • Ability to learn new concepts and procedures quickly, and research and problem-solve where required
  • Be well organised with the ability to multi-task and deliver results despite competing priorities
  • Strong numerical and literacy skills
  • Excellent analytical skills with the ability to think strategically
  • Confidence to make and execute decisions without micromanagement
  • A positive “can do” attitude and an inspiration to empower others

Grab this opportunity to work with an Australian account and showcase your great attention to details and analytical skills.

Perks and Benefits

  • Special Leave Benefits for WomenSpecial Leave Benefits for Women
  • Single Parent LeaveSingle Parent Leave
  • Medical / Health InsuranceMedical / Health Insurance
  • Paid Sick LeavePaid Sick Leave
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Life InsuranceLife Insurance
  • Paid Vacation LeavePaid Vacation Leave
  • Maternity & Paternity LeaveMaternity & Paternity Leave

Preferred Courses

  • Banking & Finance
  • Finance

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Management and Consultancy
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Often
Office Address
Lepanto Building, 8747 Paseo de Roxas
Industry
Business Process Outsourcing
Vacancy
2 openings
Website
http://www.adminpeople.com.au

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About B4B Solutions Inc.

B4B Solutions Inc. is operating under the Clear Admin People brand, an outsourcing company based in Makati City. We offer remote admin services to business owners (dentists, labour hire operators, accounting firm, etc) in any states/territories in Australia. We call ourselves admin people because we put people first. We are invested in having a positive impact on everyone’s lives. Our management team is dedicated to empowering you to grow personally and professionally to be the very best you can be for years to come in an environment where the best idea wins, no matter where it comes from. We also place great emphasis on characteristics rather than qualifications. We have established a recruitment framework called 6-Tool players to ensure we work with excellent people. A 6-tool player possesses these six characteristics: Adult, Professional, Smart, Empathetic, Competitive, and has an insatiable Thirst for Learning.

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