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Financial Analyst/Paraplanner

Keywords / Skills : Financial Planning, Financial Analysis, Financial Reporting

3 - 5 years
Posted: 2019-03-13

Job Description
  • Prepare the following documentation to support the provision of financial advice
  • Financial modelling of a client’s financial situation and of prescribed financial strategies requested by their financial adviser.
  • XPlan fee and product comparisons
  • Draft and final Statements of Advice.
  • Records of Advice for adviser sign-off
  • Client report templates.
  • Client correspondence templates.
  • New product application forms and investment transfers.
  • Upload and administer client personal and investment data on XPlan and other software systems used by the Business.
  • Reconcile client investment holdings.
  • Request client and product information from third parties.
  • Undertake various administrative tasks as directed, including completing forms and other documents.\
  • Minimum of 3-5 years’ work experience as a Paraplanner.
  • Must possess at least a Bachelor’s degree in Finance, Financial Planning or Accountancy
  • Must be RG146 compliant / License required RG146 or RFP
  • Sound knowledge of XPlan and experience in inputting client portfolios and using financial modelling and product comparison tools.
  • Willingness to work autonomously but as part of a team based in Australia.
  • Reliable and able to meet deadlines.
  • Accurate and with a good eye for detail.
  • Savvy with technology and able to learn in-house programs and tools
  • Strong verbal and written communication skills
  • Able to follow business processes and procedures and the financial advice standards prescribed by the licensee of the Business

About Company

MicroSourcing Philippines Inc, is one of the leading outsourcing solutions providers in the Philippines. We specialize in setting up offshore operations for foreign clients who operate in a wide variety of industries all over the world. Our offices are located in the Eastwood City Cyberpark, Mall of Asia Complex, Bonifacio Global City, Ortigas and Cebu IT Park and form the perfect professional environment from which we can run our various projects. MicroSourcing is a fast moving and flexible company with a great international management team.

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