, with strong capability in paraplanning and implementation support. Role focus : Paraplanning support, including advice documentation... support and client file management Implementation support, including follow-ups with product providers and execution...
as needed. Provide day-to-day administrative assistance to the Implementation Associates. SKILLS, EXPERIENCE & QUALIFICATION Diploma... or Degree in any field. Minimum of 2 years of experience working as a Paraplanner or in a similar financial services support...
, and trustees. As the team continues to grow, they are looking for a Paraplanner based in Manila, Philippines. This role will follow.../superannuation/platform providers. Conducting research for investment / insurance recommendations. Completing Advice Implementation...
, they are looking for a Paraplanner based in Manila, Philippines, to assist Financial Advisors in generating advice documents and implementing advice. KEY.... Completing Advice Implementation. Lodgment of implementation paperwork. SKILLS, EXPERIENCE & QUALIFICATION At least 2 years...