CLEAR Corporate Solutions

Paraplanner  

CLEAR Corporate Solutions

 
  • Makati, Philippines
    6th Flr Lepanto Building, 8747 Paseo de Roxas , Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • Full timeFULL_TIME

Posted 14 days ago and deadline of application is on 22 Dec

Recruiter was hiring 10 hours ago

2021-11-22T09:44:24.101111+00:002021-12-22T16:00:00+00:00

Job Description

CLEAR Corporate has an exciting career opportunity for you! We are looking for an excellent Paraplanner to join our financial planning team. This is an excellent opportunity for you to be a part of the team and set the foundation for this division which will undergo rapid growth in the next 12-18 months. Great opportunities like this don't come often, so don't miss this out.

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, organised, 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 is 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 quick turnaround time for completion of tasks.

As a 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, analysing, and preparing financial plans
  • Prepare and review documentation and reports for Financial Planners including maintaining and improving templates
  • Input data and modelling 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
  • Constantly be tested and given opportunities to develop your skills
  • Directly liaise with clients, fund managers, superannuation funds, insurance companies and internal stakeholders to execute plan strategies
  • Perform other tasks as assigned by the client and/or the management

Minimum Qualifications

  • Experience with XPLAN or Midwinter, Xtools+
  • Minimum 1 year work experience in Australian Statement of Advice preparation
  • Preferably with experience in Smartsheet and Midwinter and knowledge of Microsoft Office Applications (Excel, Word, Outlook)
  • A fit to work status upon completion of the Pre-employment Medical Exam with drug test & a valid NBI Clearance or proof of confirmed Appointment to secure an NBI Clearance

Essential Attributes

  • Mature disposition with respect for the confidentiality and the sensitivity of information
  • Excellent English communications skills – both written and verbal
  • Comprehensive understanding of the financial planning process with ability to learn new concepts and procedures quickly, and research and problem-solve where required
  • Ability to work in a busy environment while maintaining the highest attention to details in reviewing documentation and legal correspondence
  • Be well organised with the ability to multi-task and deliver results despite competing priorities and tight deadlines
  • Strong numerical and literacy skills with excellent analytical skills with the ability to think strategically

This is a Work From Home (WFH) where employees may only be required to report to our Makati-based office twice a year but not happening soon due to the pandemic.

We provide the PC set to employees who are subscribed to an Internet Service Provider (ISP) with at least 10 mbps postpaid plan to effectively Work from Home. And to be eligible to the monthly internet subsidy, a back-up internet connection is required (either a secondary ISP subscription or ownership of a prepaid device like pocket WiFi or router with a network different from the main ISP).

Reimbursable freight expense subsidy is offered but booking is c/o of employee.

Perks and Benefits

  • Paid Vacation LeavePaid Vacation Leave
  • Paid Sick LeavePaid Sick Leave
  • Work from HomeWork from Home
  • Medical / Health InsuranceMedical / Health Insurance
  • Life InsuranceLife Insurance

Other

  • Monthly Internet Subsidy
  • Monthly Attendance Incentive
  • Virtual Employee Engagement Activities
  • Annual Leave Conversion to Cash (for Regular Employees)

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Accounting and Finance
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
8747 Paseo de Roxas, Makati, 1227 Metro Manila, Philippines

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About CLEAR Corporate Solutions

Everything we do is Better for Business – better for our clients, for our staff and for CLEAR. We offer great staff the opportunity to work with great clients on dedicated offshore staffing teams and specialist services. If you are smart, competitive, empathetic and have an insatiable desire to learn, you’ll fit right in. You’ll be working directly with your client, helping them deliver great outcomes to their clients, in an environment where you can deploy your skills and experience and develop even more as a professional.
CLEAR Corporate Solutionshttps://rec-data.kalibrr.com/www.kalibrr.com/logos/LH27VR78845UPPSAV5P4MHQ7WHGSN8MTF4RVH6PC-5fab33fb.pngEverything we do is Better for Business – better for our clients, for our staff and for CLEAR. We offer great staff the opportunity to work with great clients on dedicated offshore staffing teams and specialist services. If you are smart, competitive, empathetic and have an insatiable desire to learn, you’ll fit right in. You’ll be working directly with your client, helping them deliver great outcomes to their clients, in an environment where you can deploy your skills and experience and develop even more as a professional.

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