Provide quality, compliant and timely Paraplanning services to advice network.
Develop and implement Statements of Advice (SOA) using the Xplan financial planning software.
Prepare high-quality and compliant SOAs and other advice documents on behalf of the client financial planners.
Prepare basic and comprehensive SOAs and other advice documents dealing with various mainstream strategies (e.g., Transition to Retirement, Income Streams, Wealth Creation and SMSF).
Specialize in advice development to build knowledge and experience in financial planning and wealth management.
Ensure Paraplanning services are in accordance with licensee's standards and Paraplanning service standards are met.
Develop a good working knowledge of various tax structures.
Develop and maintain high level financial planning software skills.
Meet and exceed individual productivity targets.
Build and reinforce a constructive and high-performing culture (individually, and collectively as a team member).
Gain proficiencies in using the Xplan financial planning software.
Qualifications:
Must have a degree in Accountancy, Financial Management, Business, Banking and Finance, Economics, or any equivalent.
Experience working in the field of Financial Services is preferred.
Completion of Advanced Diploma of Financial Services (ADFS) or demonstrated success in continuing ADFS studies is also preferred.
A Diploma of Financial Services (DFS) is a plus.
Must have an advanced understanding of Microsoft Word and Excel software.
Can effectively interact with client financial planners - verbal and written.
Has strong financial and analytical skills, and keen attention to detail.
Can work within a team environment while also meeting individual targets.
Must be knowledgeable, professional, helpful, and flexible.
Willing to be assigned in Subic Bay Freeport Zone.
Job Types: Full-time, PermanentBenefits:
Company Christmas gift
Company events
Health insurance
Opportunities for promotion
Paid training
Promotion to permanent employee
Schedule:
8 hour shift
Day shift
Monday to Friday
Supplemental Pay:
13th month salary
Performance bonus
COVID-19 considerations: All employees should practice social distancing and wearing of mask.
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