Job Description

We have an outstanding opportunity for a Paraplanner.Duties: To provide paraplanning services to the advice team to care for a group of client's needs to ensure a great client experience.Key Responsibilities & Duties

• Work with advisers to provide strategies to build client's wealth and make them better off.
• Client meetings (as required)
• Promote referrals of new clients
• Manage the flow of information between clients and advisers
• Research current investments, superannuation, insurance
• Analyse client's insurance needs and review policy documents and benefits
• Review current superannuation funds and provide alternatives if in client's best interest
• Prepare Statement of Advice and Record of Advice
• Provide training support to other team members for paraplanning
• Ensure all clients ongoing advice agreements are satisfied and reviews are conducted
• Ensure high standards of compliance
• Ensure product knowledge is current including managed funds, shares and wealth protection
• Maintain up-to-date knowledge of relevant taxation and other relevant legislation and rulings
• Commitment to enhancement of technology and systems for efficiencies and client servicing
• Driving technological improvement projects (i.e. data capture, integrating information to Xplan and other systems)
• Managing outsourcing data and workflow/tasks to completion
• Coaching/mentoring and developing junior team members to achieve efficiencies with workflow
• Ensure that all work is error-free and professionally presented and complies with financial planning client procedures and systems
• Participate in external and internal training as required
• Other duties as requested

Administration Key Responsibilities & Duties

• Monitor/action financial services email
• Prepare third party authorities and send off for processing with providers
• Conduct research with super/insurance providers and input data into Xplan
• Check data capture details/enter FNA data into Xplan
• Monitoring review schedule/scheduling reviews/preparing packs for review meetings, ensure compliance met
• Update portfolio holdings as required in Xplan
• Update insurance policy details in Xplan as required
• Uploading review meeting notes to client Xplan files, ensure compliance met
• Managing FDS/OSA/Fee Consent compliance process - generating FDS/OSAs and fee consents, Xplan compliance process
• Monitoring, following up ATPs and assisting with implementation actions
• Closeout process, scanning and filing
• Preparation of monthly portfolio statements and preparing invoices as required
• Monitor and action unmapped clients for processing of portfolio datafeeds and commpay feeds in Xplan
• Provide Accounts with information as required (insurance schedules, tax statements etc.)
• Monitor Centrelink clients, scanning letters and saving client file
• Commitment to enhancement of technology and systems for efficiencies and client servicing
• Driving technological improvement projects (i.e. data capture, integrating information to Xplan and other systems)
• Managing outsourcing data and workflow/tasks to completion
• Ensure that all work is error-free and professionally presented and complies with financial planning client procedures and systems
• Participate in external and internal training as required
• Other duties as requested

About ProfitmasterProfitmaster employees share a great working environment where every individual is valued for their contribution to their client and their team. Since 2014 we have been hiring only the very best people to work with us.We would love you to join us. Be part of our team that only works on day shift and truly assists staff to have a work-life balance. At Profitmaster, you will earn the best salary and share in an impressive range of perks and benefits. Through our training and development programs, we want you to succeed and grow in your career and your life.Why should you consider a career at Profitmaster?

• Above-average salary and regular bonuses
• Work-life balance in a happy, family-oriented workplace
• Daily catered meal
• Company-owned shuttles to avoid public transport
• Day shift only, Monday to Friday
• Career advancement in a global work environment
• Continuing education and paid study leave
• Work in small teams in offices specially setup for social distancing
• Private health and life insurance to protect you and your family
• Strong COVID 19 office protocols and FREE vaccination

Job Types: Full-time, PermanentBenefits:

• Transportation service provided

Schedule:

• 8 hour shift

Supplemental Pay:

• 13th month salary
• Bonus pay
• Performance bonus

Ability to commute/relocate:

• Angeles City, Pampanga: Reliably commute or willing to relocate with an employer-provided relocation package (Required)