Paraplanner & Support (Onsite – with 50k Signing Bonus)
We are looking for a self-motivated, highly structured and results driven individual who can contribute to the ongoing growth of the company. A strong commitment to the Consumer Duty principles is essential – putting clients’ needs first must be at the heart of everything you do.
The client is based in Gibraltar, Spain.
Duties and Responsibilities:
• Deliver exceptional service to existing clients and prospects (within standard SLA turnaround times).
• Onboarding of clients including the preparation of tailored suitability letters and reports.
• Responsibility for security trading including communication with clients and trustees to ensure a speedy and accurate process.
• Research and evaluate products, providers and investment funds.
• Liaise with 3rd parties to provide solutions for clients and prospects.
• Maintain and update client records.
• Ongoing client reviews.
• Build trusted client relationship that support increased engagement, drive cross-selling initiatives and encourage referral – led business development.
• Portfolio illustrations.
• Take a solutions and consultative approach to ensure prospects’/clients’ needs are accurately met.
• At all times provide ethical and best advice in line with best industry practice and achieve good client outcomes in line with Consumer Duty requirements.
• Support all areas of the business as and when this is required.
Requirements:
Hard Skills
• Proficiency in computer use and CRM platforms (Intelliflo)
• Solid technical knowledge of products and services
• Minimum 3 years’ experience in wealth management or a similar field
Soft Skills
• Excellent communication skills across all levels, with empathy
• Strong problem-solving abilities and creative thinking
• High attention to detail
• Ability to prioritise tasks effectively
• Team player with strong collaboration skills
• Self-starter with initiative
• Highly organised and structured
• Goal-oriented, focused, and consistent effective time management
Location: Global One Building, Eastwood, Libis, Quezon City
Schedule: Monday to Friday, UK (3:30 PM to 11:30 PM MNL)
Work Arrangement: Onsite
Join Frontline Accounting and be part of our team to Embrace the Future Ahead: Where Possibilities Begin!
