04 June 2021
Paraplanner (AU Financial Planning, XPlan, Xtools+)


Beepo is a Probe Group company, a full service Australian owned outsourcing company. With 12,600 people and over 15,000 deployed workstations across 6 countries. Making Probe the largest and most diverse Australian owned customer experience outsourcing provider. 
Our Beepo office is located in Clark, Pampanga. We provide exceptional workforce support to clients all over the world. Our primary focus is to help businesses grow sustainably with the help of fantastic Philippine talent.
You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals. You will be able to apply your skills and innovative thinking to this role. This is an opportunity to grow your career quickly.
Duties and Responsibilities:
  • Prepare Statement of Advice or other client advice documents including modelling of financial objectives using financial planning software
  • Work closely with Clients and Advisers to discuss strategy objectives and structure
  • Attend client meetings and make appropriate notes
  • Assist in preparing cash flows and projections 
  • Assist in developing strategies and prepare strategy documents
  • Prepare risk insurance and annuity quotes when needed
  • Liaise with Financial Advisers, Accountants, Fund managers, Solicitors, banks when needed
  • Provide accurate reliable research to Advisers
  • Completion of compliance documents and audit requirements
  • Maintain working knowledge of financial planning issues, strategies and continual professional development 
Qualifications and Experience:
  • Degree in Accounting, Business Management or related
  • At least 2 to 3 years Australian Paraplanning experience
  • Experience in producing Statement of Advice, Financial Planning and Strategies, Portfolio Management, CRM Management
  • Experience with XPlan software
  • Proficient in MS Office and Google Apps
  • Ability to adapt to new tools and software
  • Excellent English communication skills both verbal and written
  • High attention to detail
  • Highly analytical and detail-oriented
  • Superior organisational skills
  • Ability to work within deadlines
  • Great time management skills
  • High level of integrity, confidentiality and discretion