Job Description

Duties and Responsibilities:

• 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.Ability to commute/relocate:

• Subic, Olongapo, Zambales: Reliably commute or planning to relocate before starting work (Required)