Position title
Paraplanner
Description
- Maintenance of financial planning software based on client instructions and documents provided
- Reconciliation of portfolios
- Modelling of Financial Advice per client's instruction
- Generation of advice documents (Statement of Advice or Record of Advice) and supporting reports relating to the advice
- Drafting of advice documents based on client instructions
Qualifications
- Accounting or Finance graduate
- With 3-5 years of paraplanning experience
- Hybrid 7:00 AM to 4:00 PM or 8:00 AM to 5:00 PM
Contacts
To apply for this job email your details to glorelynn@kcrecruitment.com.
Employment Type
Full-time
Industry
Research and Insight Consultancy
Job Location
Pasig City
Working Hours
7:00 AM - 4:00 PM or 8:00 AM to 5:00 PM
Base Salary
P50,000-P60,000
Date posted
03/10/2022
Valid through
04/07/2022
