PARAPLANNER | Fixed Dayshift and Weekends Off
20 hours ago
If you're a talented individual who loves challenges, be part of our growing team as a Paraplanner now What's in it for me? Be part of a Young, Motivated and Agile company Grow Learn Guide While having FUN Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break The overall objective of this role is to produce professional, high quality compliant advice documents with appropriate strategic & investment recommendations. What are the proficiencies expected of me? 2 years or more relevant experience in Paraplanning Advanced Diploma of Paraplanning (formerly known as RG-146 Certification) is a plus College graduate with experience in writing documents (legal, finance, banking, engineering, and other related fields) Excellent report writing skills; high level of English proficiency Intermediate to proficient skill level in: MS Outlook, Excel, Word and PowerPoint What are the things expected of me? Produce professional, high quality, accurate and compliant advice documents with appropriate strategic & investment recommendations with the use of designated/required financial planning software Prepare compliant advice support documents Ability to understand and compare basic money management options Prepare accurate financial modelling and compare different financial planning modelling scenarios with the use of the designated/required software Liaise efficiently and clearly with clients (advisers) to obtain needed information and to notify them clearly regarding the progress status of the requested document Completion of allocated work within the specified time frames (meeting target submission and due dates) Provide technical support to clients Build solid relationships with each client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, etc.) Actively contribute to our positive and dynamic team culture Seniority level Entry level Employment type Full-time Job function Finance and Sales For more information about our company, visit our website: If you're a talented individual who loves challenges, BE PART OF OUR GROWING TEAM and APPLY NOW #J-18808-Ljbffr
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Paraplanner | Fixed Dayshift
4 weeks ago
, , Philippines Zig Zag Offshoring Full timeZigZag is looking for a Paraplanner to join our team! You must be willing to work onsite in Ortigas from Monday to Friday from 7am to 4pm Manila time With transportation allowance! With signing bonus! The purpose of this role is to provide quality, compliant and timely statements of advice in accordance with current legislation and licensee requirements....
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, , Philippines Qwrk Outsourcing Full timeIf you’re a talented individual who loves challenges, growth, and continuous learning, be part of our growing team as a Client Services Officer / financial planning assistant now! What does this role entail? The overall objective of the CSO is to assist Financial Advisers in gathering the data required to provide financial planning services to their...
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Australian Paraplanners
1 week ago
Philippines VA Platinum Full time ₱350,000 - ₱700,000 per yearDo you have experience as a Paraplanner supporting an Australian Financial Planning company?Are you proficient in either XPlan or AdviserLogic?Are you proficient in preparing compliant Statements of Advice (SoAs)?Be at the heart of our financial planning teamAbout the RoleAs a Paraplanner, you will focus on comprehensive research, report preparation, and...
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, , Philippines Zig Zag Offshoring Full timeZigZag is looking for a HubSpot and Executive Admin Specialist to join our team! *Opportunity for Business International Trip *Fixed Dayshift & Weekends Off *1x-2x a month onsite in Ortigas Key Responsibilities (What You Own) Protect the Leader’s Time Manage and maintain the Managing Director’s calendar, inbox, and Teams messages to maintain clarity,...
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Team Leader
2 weeks ago
, Davao del Sur, Philippines TORCH Solutions Full timeThis is an exciting opportunity to join the team as a Team Leader in the Davao City Davao del Sur office. In this full-time role, you will be responsible for leading and developing a high-performing team within our dynamic call centre and customer service environment. You will enjoy a great work-life balance with fixed weekend days off as part of the role....
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Paraplanner | Onsite | PlutoSoft
4 weeks ago
, , Philippines TOA Global Full timeJob Title Paraplanner | Onsite | PlutoSoft Location Clark Shift 7:00 AM - 4:00 PM, Monday to Friday Arrangement Onsite, Full Time Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America,...
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Financial Controller
3 weeks ago
, Davao del Sur, Philippines VA PLATINUM PTY LTD INC. Full timeBe one of VA Platinum's Leaders! About VA Platinum We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary, from our superstar staff to our business coaching services, our culture, and our impressive systems. About the Role The Financial Controller is primarily responsible for planning,...
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Australian Financial Planning Admin
1 week ago
Philippines VA Platinum Full time ₱250,000 - ₱500,000 per yearLooking to continue your career in AU Financial Planning?Are you proficient in XPlan?Have an interest in implementation advise and preparing RoAs?Grow your career with usAbout the RoleYou will support our Australian Financial Planning clients and their businesses directly. Our clients are seeking the next set of superstars to train and grow alongside their...
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Paraplanner (Onsite)
20 hours ago
, Pampanga, Philippines TOA Global Full timeGlobal Talent Pipeline Development Officer @ TOA Global | Constantly striving for Greatness, Fueled by Passion and Determination PARAPLANNER Location: Clark/Cebu/Tarlac/Manila (Onsite) Shift: Mondays to Fridays, 7:00 AM to 4:00 PM Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers,...
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HR Generalist
1 day ago
, Davao del Sur, Philippines VA PLATINUM PTY LTD INC. Full timeDo you thrive in managing people-focused processes with impact? Ready to be the go-to HR friend employees trust? Want to grow your HR career in a dynamic, supportive team? Be an Addition to Our Growing Team! About the Role As an HR Generalist with our organisation, you'll play a pivotal role in building an exceptional workforce and fostering a thriving...