Paraplanner

Beacon Wealth Advisory Corp. (BWAC) is a financial services firm based in Manila, Philippines.

Inspired by a vision of a world where Filipinos live lives marked by financial peace, progress, and purposeful generosity, BWAC is in the business of serving Personalized Financial Guidance to ambitious Filipino working professionals who are looking for straightforward advice on how to navigate their financial journeys, especially during life transitions or in challenging times.

We’re currently looking for a team member who can fulfill the role of PARAPLANNER.

The mission of this Paraplanner is to assist Mon with the preparation of the client’s financial plan and investment portfolio reports, plan implementation, client follow-ups, and answering basic client inquiries. Training will be provided to align this person’s skills with our unique financial planning and investment management approach.

We want someone who has these qualities (most important first):
1. Analytical skills: A strong aptitude for analyzing financial data, investment performance, and proposing optimal solutions.
2. Detail-oriented: An eagle eye for detail, especially when preparing financial reports and plans.
3. Intermediate Excel skills: Ability to harness the extensive financial data and calculations needed for accurate financial analysis and reporting.
4. Excellent writing skills: Ability to effectively communicate complex financial information in writing clients.
5. People-orientedness: Has the heart to help and support people; manifests a courteous and cheerful disposition.
6. Excellent command of the English language.

General Duties:
1. Collaborate with financial planners and clients to gather and organize client financial information.
2. Collaborate with financial planners to design and construct personalized client recommendations.
3. Prepare financial plans, investment portfolios, and other documents as directed.
4. Monitor and update client financial plans as necessary, considering changes in goals or market conditions.
5. Assisting in the implementation and monitoring of financial plans, tracking their performance against outlined benchmarks.
6. Supporting administrative tasks and other duties as needed within the financial planning process.
7. Provide excellent customer service to clients, addressing their inquiries and concerns.

Job Details:
1. The person we’re looking for will be amenable to work at PHP 225/hour and is expected to work part-time for 9-12 hours a week, from Monday to Wednesday. As the business grows and the Paraplanner’s performance improves over time, both the hourly rate and the number of hours required may increase.
2. This position is flexible, so the Paraplanner is free to work virtually from anywhere they want (with a good internet connection).
3. Our goal is to build an organized, systematized business, and one of the big advantages of that is that our business is fairly predictable and thus low-stress for the person we’re hiring.

If you’re interested, email us at Click to view.

In the subject line please write “Detail-Oriented Pro from (insert your city/town) interested in Paraplanner Job”

In the body, please write us a 14-sentence email including:

A three-sentence opening salutation that says: “Hi Mon & Rae! My name is _____, I’m a detail-oriented pro, have knowledge & experience with investments, and am adept with with Microsoft Excel. I’d like to apply for the job you posted on [JOB POST PLATFORM]”

Reason #1 why you think this job is a fit for you (black font, Courier/Fixed Width, 3 sentences).

Reason #2 why you think this job is a fit for you (blue font, Verdana, 3 sentences).

Reason #3 why you think this job is a fit for you (red font, Courier/Fixed Width, 3 sentences).

Two-sentence closing salutation including your name, email address, and mobile number.

Note: Please do NOT attach a resume; if you are shortlisted, we may ask for one later.

We know the right applicant will really like this job. Maybe it’s you?

Regards,
BWAC Careers