Paraplanner
Category | : | Accounting |
Type: | : | Full time |
Salary | : | P80,001 - 90,000 |
Location | : | Ortigas |
Job description:Job Highlights HMO day 1 Outstanding career development opportunities Competitive Salary Job Description Join an Australian privately owned financial planning business, providing advice for 30 years in: Superannuation Investment Insurance Estate Planning Accounting and Taxation Finance We are a dynamic and growing organisation and require motivated team members to achieve our goals. RESPONSIBILITIES Create Statements of Advice using information provided by client (personal data, financial information) and information provided by financial planner. Create Records of Advice from information collected during client annual review meetings Research financial products and insurance products Assist advisers to develop strategies to ensure clients goals are achieved Contact product providers to obtain client specific information Xtools+ modelling Ability to use Risk Researcher COMPETENCIES RG146 is preferred XPlan experience is highly desirable Must be responsive and focused at all times Must be able to speak his/her mind Must be proactive and have ownership *Hybrid work set up until further notice, must be willing to work in Ortigas, Pasig City *Must be living within Metro Manila *Dayshift, Monday - Friday | ||
Min. Qualification | : | College graduate, XPlan, RG146 |
Shift | : | Day shift |
How to apply | : | Feel free to forward your resume to [email protected] and we'll set up a discussion. Cheers! |
Posted by | : | ZigZag Offshoring |
Views | : | 1,790 |