Wealth Administrator

Paraplanner

₱ 35,000.00 monthly ·  Pampanga, Central Luzon ·  27 May (updated)

Shore 360

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    Description



  • Roles and Responsibilities

    The role of Wealth Administrator - Paraplanner is to assist the provision of financial advice team, to ensure accurate and personalised advice is delivered to all clients, to ensure that SOA delivered are compliant and completed in a timely manner.

    The Paraplanner will predominantly be supporting one adviser whilst assisting other Wealth Administrators at the direction of the Wealth Team Leader.

    Other tasks of the Paraplanner includes preparing of SOA for risk, super, and investment clients; preparing of Strategy and Annual Review slides, completing compliance checks on all financial advice files to ensure compliance with our licensing requirements, preparing client file notes from recorded notes from the advisor meetings, updating system and processes (as needed), and providing a compliance management and review.

    Required Experience:

    Minimum of 2 years' Financial Service role experience

    Minimum Qualifications:

    Degree in B.S Finance or B.A Finance

    A Successful Candidate must have:

    Ability to juggle multiple priorities and work well to timeframes

    Ability to work well under pressure

    Ability to work well both independently and within a team environment

    Excellent English communication skills (written and verbal)

    Excellent organisational skills

    High-level interpersonal skills

    Strong attention to details

    Proficient with:

    Google docs

    Google sheets

    Gmail

    AdvisorLogic

    Xplan

    Experience Advantage:

    Advanced diploma in financial planning

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Years of experience: 2
  • Language(s): English
  • Knowledge: Finances
  • Availability for travel: No
  • Availability for change of residence: No

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Job summary

  • Wealth Administrator

  • Pampanga, Central Luzon

  • Company

    Shore 360
  • Work type

    Permanent contract

  • Type of contract

    Full Time

  • Salary

    ₱ 35,000.00 monthly

  • Apply