Paraplanner

11 months ago
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: 358