PARAPLANNER (Filipino Only) – Upwork
PARAPLANNER (Filipino Only) – Upwork , 2023-06-26 08:06:16 , All jobs | upwork.com , https://www.upwork.com/jobs/PARAPLANNER-Filipino-Only_~019c80e6307514900d?source=rss, , #PARAPLANNER #Filipino #Upwork
Prepare compliantly and as per the standards for Statement of Advice, Investment Portfolio Review Statement of Advice, and Record of Advice documents utilizing designated Financial Planning Software (Coin and Xplan).
Perform accurate financial modelling and compare different financial planning modelling scenarios utilizing the designated financial planning software
Prepare Product Comparison Checklists when requested.
Liaise efficiently with clients (financial advisors) to obtain any missing information from job requests.
To follow and complete required workflow management systems and completion of tasks within specified time frames.
To provide compliance advice to clients where the client's documents are not compliant.
Perform accurate financial modelling and compare different financial planning modelling scenarios utilizing the designated financial planning software.
Other duties as requested
Posted On: June 26, 2023 02:06 UTC
Category: Financial Analysis & Modeling
Skills:Financial Modeling, Valuation, Forecasting, Financial Analysis
Skills: Financial Modeling, Valuation, Forecasting, Financial Analysis
click to apply
Get this job