Paraplanner
Pathcutters
Bacolod City, Philippines
1d ago

Filled)Here’s an employment opportunity that would let you join and grow within a people-aligned, customer-focused industry.

We are a growing Bacolod based BPO that specialise in Administration, Sales & Support, Marketing and Web Development.You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals.

You will be able to apply your focus and innovative thinking to this role. This is an opportunity to grow your career quickly.

Duties & Responsibilities Partner closely with Advisers and Administration Assistants ensuring the appropriateness of documentation, client strategies, fees, product recommendations and delivery of documentation as part of Statement of Advicepreparation and delivery processData entry of client information Ensure the content of SOAs is consistent, accurate and meets current service and regulatory requirementsApply technical knowledge, research and technical writing skills in the preparation of SOAs to ensure they are written in a professional manner that can be easily understood by clientsGathering information and preparing Annual Review documentsResearch insurance policies and prepare quotes as requested from the Financial PlannersAssist with various ad hoc paraplanning and financial planning administration duties as requiredKeep up to date on current products and legislation Requirements & Qualifications : Degree in Accounting or Finance is highly desirableMust hold an RG146 Certification or be near completionAt least 1-year relevant working experienceHigh level of accuracy and attention to detailExcellent verbal and written English skillsCan easily and smoothly transition in between tasks without sacrificing qualityTakes pride in his / her own work, organized, and can work independently with minimum supervisionUnderstands the importance of confidentiality, and the importance of client’s private informationHigh level of skill with a variety of computer applications and platformsIntermediate knowledge of Excel and Word

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