PARAPLANNER | Fixed Dayshift and Weekends Off

3 weeks ago

Philippines Qwrk. Full time

Overview

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WHEN WAS THE LAST TIME YOU HAD FUN AT WORK?

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
What are the proficiencies expected of me?
  • College graduate (BS Engineering, BS Mathematics, BS Statistics, or equivalent)
  • Experience in writing documents(legal, finance, banking, engineering, and other related fields) is a PLUS
  • Strategic problem solver; logical thinker; strong analytical/research skills
  • Excellent communication and interpersonal skills
  • Excellent report writing skills; high level of English proficiency
  • Ability to work independently and meet target submissions/due dates
  • 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

For more information about our company, visit our website:

Seniority level
  • Entry level
Employment type
  • Contract
Job function
  • Finance and Sales
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