Paraplanner Jobs at Atticus Solutions in Manila, Metro Manila
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Atticus Solutions is thrilled to announce job openings for the position of Paraplanner in the Manila area. We are currently offering Full-time opportunities.
We are seeking candidates with excellent skills and a minimum of beginners/seniors in the field. In addition, we value honesty, discipline, and a strong sense of responsibility in our workforce.
At Atticus Solutions, we operate in the (according to the company) industry. If you are intrigued by our company and wish to pursue this exciting opportunity, we encourage you to apply directly.
Don't miss out on the chance to be part of our dynamic team. Submit your application today and take the first step towards a rewarding career with Atticus Solutions.
Job Information
| Company: | Atticus Solutions |
| Position: | Paraplanner |
| Region: | Manila - Metro Manila, Metro Manila |
| Education: | Confidential |
| Job Type: | Full-time |
Job Description
About the job Paraplanner
Position Overview:
We are seeking an experienced Paraplanner to join our dynamic team at Atticus Solutions. The ideal candidate must have a proven track record of working for an Independent Financial Advisor (IFA) in the UK. This role involves collaborating with our financial planning team to provide comprehensive support in preparing and implementing financial plans for our clients.
Key Responsibilities:
- Collaborate with Financial Advisors to gather client information and assess their financial goals.
- Conduct in-depth research on financial products, markets, and regulations relevant to the UK.
- Prepare and maintain accurate client files, ensuring compliance with industry standards.
- Generate financial planning reports and documents, presenting findings and recommendations clearly.
- Assist in the creation and implementation of financial strategies tailored to clients’ needs.
- Keep abreast of changes in legislation and industry trends affecting financial planning.
- Maintain a strong understanding of various financial products and their suitability for clients.
Qualifications and Experience:
- Independent Financial Advisor in the UK (REQUIRED)
- Non-Negotiable: Minimum 2 years of experience working as a Paraplanner for an Independent Financial Advisor in the UK.
- Diploma in Financial Planning or equivalent qualifications.
- Strong knowledge of UK financial regulations and compliance standards.
- Proficient in using financial planning software and tools.
- Excellent communication skills, both written and verbal.
- Detail-oriented with strong analytical and research skills.
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Benefit
- Comfortable environment
- Taught when starting work
- Salary bonus for overtime
Application Requirements
- Good communication skills
- Strong team skills
- Experience in similar work
Company address
| Province | Metro Manila |
| City | Manila |
| Full Address | Atticus Advisory Solutions, Unit 1402 Centerpoint Building Garnet Road, Ortigas Center, Pasig, Metro Manila, Philippines |
| Google Map | Google Map |
Job Application Information
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