Found Description
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 ...