Paraplanner

Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of a premier international provider of outsourced accounting, bookkeeping, taxation, and financial services. They are looking for an experienced Paraplanning Admin who can independently provide end-to-end administrative support to advisers.

Our client is setting up an offshoring centre in the Philippines (Cebu City) to support Australian Financial Advisers and Financial Planners. This is a full onsite role on the first 3 months that will transition to hybrid thereafter.

Key responsibilities:

• Prepare client review packs, product comparisons, insurance quotes, and fund performance summaries
• Manage CRM updates and complete implementation tasks
• Organise future planning meetings with clients, prepare review packs, and review investment portfolio, asset allocation, and risk profile
• Complete application/proposal forms, ensure compliance ...