Virtual Paraplanner

$40,000 / Per Month
Full Time
Feb 01, 2021

Job Overview

What will you be doing?

Here are some specifics about the opportunity:

·  Generate tailored financial advice documents using the information provided

·  Liaise with the Australian quality checking and training team to understand the advice strategies

· Work within agreed time frames & service standards

·  Meet individual quality and productivity targets and compliance requirements

·  Prepare financial calculations, modeling, and detailed cash flow analysis

·  Proactively seek opportunities to create administrative efficiencies & improve internal tools and templates

· Perform all work efficiently and with a high degree of accuracy

What you will need to succeed:

To be considered for this opportunity, your qualifications, skills and experience would ideally include:

·  3 years experience in a Paraplanning role

·  Experience using XPlan

·  Advanced Excel skills

·  Comprehensive experience in the preparation of investment & strategic reviews including superannuation consolidation, retirement, personal insurance, structures, taxation, income streams & cash flow modeling

·  Working knowledge of estate planning, philanthropy, aged care & debt management strategies

·  Strong investigative, analysis and problem-solving abilities

·  Highly developed strategic advice knowledge & a sound understanding of investment principles

Benefits :

  • A monthly salary of PHP 40,000

  • After 6-month probation

  • 10 days annual leave

  • 5 days sick leave

  • 13th-month pay

  • Work from home

  • Job Types: Full-time, Permanent

Job Types: Full-time, Permanent

Salary: Php40,000.00 per month

Skills Required

  • Admin Assistant
  • Data Entry
  • Accounting
  • Bookkeeping
  • Financial Analysis
  • Financial Management
  • Strategic Planning
  • Quickbooks

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