AU Paraplanner

3 days ago

Cebu City, Central Visayas, Philippines Koruna Assist Pty Ltd Full time

Koruna Assist Back Office Solution Inc.

Website:

Working Hours: Regular hours, Mondays-Fridays, 7 am–4 pm (Fixed day-shift and weekends off)

Benefits and perks:

  • 200K HMO w/ Dental Coverage (1 free Maxicare Dependent for 1 year and older, 25% for those less than 1 year.)
  • Annual Physical Check-up and Wellness Package
  • Competitive Salary (6 months increase and yearly appraisal)
  • Optical Perks
  • Miscellaneous allowance
  • Incentives + Bonuses
  • Attendance Bonus
  • Perfect Attendance Rewards
  • 20 paid days off + Birthday Leave
  • 2 weeks paid off over Christmas
  • Complete WFH set-up and internet subsidy within Metro Cebu only
  • Fun Fridays and Positive Work Culture
  • Opportunity for career growth and Training and development opportunities

Job Qualifications:

  • Strong attention to detail and accuracy
  • Excellent communication skills (written and verbal)
  • Above average grades and ability to understand and Australian finance regulations and concepts.
  • Ability to manage multiple tasks efficiently and autonomously
  • Have a sound understanding of financial planning concepts and strategies
  • Advanced knowledge of Excel and Microsoft Office
  • Proficient using XPLAN
  • Excellent time management skills and ability to meet strict deadlines for multiple tasks efficiently and autonomously

Job Responsibilities:

  • Prepare ROAS - these are usually just basic investment switching, although on some occasions, there may be a need for additional advice to be included.
  • Prepare SOAS - these will likely be simple, like product switching or contribution advice, but they might become more complex over time as you get more familiar with the business.
  • Prepare strategy documents - these are usually summary documents that we discuss with the client pre-advice that outline how we can assist them
  • Prepare and assist with calculations to support recommendations/SOAS/ROAS/strategy documents, etc.
  • Research strategies and/or legislation around financial planning concepts. Assist the admin team with other tasks as needed - this would probably be preparing reviews in periods where we are really busy but could include other tasks as well.

Head over to or send your updated resume to to apply

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