Paraplanner
View Job- Company Virtual Business Partners - View more jobs
- LocationCebu
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The function of a Paraplanner is to allow financial planners to focus on working closely with clients and identify their investment needs. Paraplanning includes analyzing clients' needs, and researching and recommending suitable products aligned to those needs. […]
Consider the strategies within the confines of legislation to ensure they are allowable and whether the Adviser has missed any opportunities.
Creation of a Statement of Advice (SoA) document in line with the specifications of the Licensee...
14 days ago from: bossjob.ph
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