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.
-Requirements- Minimum education level: Bachelor ́s Degree
1 year of experience
Language(s): English
Availability to travel: Yes
Availability of change of residence: Yes
" />
Associate Financial Planner - Subic Branch
DBA Global Shared Services Inc. (DBA Advisory) - Pampanga, Central Luzon
Offer description
Permanent contract Full Time
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.
Requirements
Minimum education level: Bachelor ́s Degree
1 year of experience
Language(s): English
Availability to travel: Yes
Availability of change of residence: Yes
Yesterday
Thank you for helping us improve BestJobs
We take your feedback very seriously and will review it as soon as possible.
About DBA Global Shared Services Inc. (DBA Advisory)
DBA Global Shared Services Inc ("DBA") is a premium outsource provider of labor and technology for businesses in Australia.
DBA is a B2B (business to business) aggregated financial services and technology group focused on delivering web-based solutions. Our Philippine Office is based in the Subic Bay Freeport Zone and operates as an Offshore Business Process Outsourcing (BPO) Center.
As a shared service center for Finance, Global Business Services, IT and call center...
DBA Global Shared Services Inc ("DBA") is a premium outsource provider of labor and technology for businesses in Australia.
DBA is a B2B (business to business) aggregated financial services and technology group focused on delivering web-based solutions. Our Philippine Office is based in the Subic Bay Freeport Zone and operates as an Offshore Business Process Outsourcing (BPO) Center.
As a shared service center for Finance, Global Business Services, IT and call center services, DBA provides accounting, reporting, profit and loss, cost, reconciliation, MIS, risk control, information technology and operations services to businesses worldwide.
Our Philippine operations are rapidly expanding to keep up with international demand and we are constantly searching for dedicated professionals interested in a long term career.
Branches:
DBA Subic - Block 2, Lot 79 Waterfront Road, corner Washington St, Subic Bay Freeport Zone, 2200 Zambales
DBA Bataan - 2nd floor, unit 202-205, Casa Legre Arcade, Capitol Drive, Brgy. San Jose, City of Balanga, 2100 Bataan
DBA Tarlac - 2nd Floor, Aquino Center and Museum, Luisita Access Road, San Miguel, Tarlac City, 2301 Tarlac
DBA Clark - Clark Tech Hub-2 GF Unit Loc. B2-110a SM City Clark, MA Bgy. Malabanias, Manuel A. Roxas Hwy, Angeles, Pampanga 2009
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Associate Financial Planner
Pampanga, Central Luzon
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BestJobs
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.
-Requirements- Minimum education level: Bachelor ́s Degree
1 year of experience
Language(s): English
Availability to travel: Yes
Availability of change of residence: Yes
" />
Associate Financial Planner - Subic Branch
DBA Global Shared Services Inc. (DBA Advisory) - Pampanga, Central Luzon
Offer description
Permanent contract Full Time
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.
Requirements
Minimum education level: Bachelor ́s Degree
1 year of experience
Language(s): English
Availability to travel: Yes
Availability of change of residence: Yes
Yesterday
Thank you for helping us improve BestJobs
We take your feedback very seriously and will review it as soon as possible.
About DBA Global Shared Services Inc. (DBA Advisory)
DBA Global Shared Services Inc ("DBA") is a premium outsource provider of labor and technology for businesses in Australia.
DBA is a B2B (business to business) aggregated financial services and technology group focused on delivering web-based solutions. Our Philippine Office is based in the Subic Bay Freeport Zone and operates as an Offshore Business Process Outsourcing (BPO) Center.
As a shared service center for Finance, Global Business Services, IT and call center...
DBA Global Shared Services Inc ("DBA") is a premium outsource provider of labor and technology for businesses in Australia.
DBA is a B2B (business to business) aggregated financial services and technology group focused on delivering web-based solutions. Our Philippine Office is based in the Subic Bay Freeport Zone and operates as an Offshore Business Process Outsourcing (BPO) Center.
As a shared service center for Finance, Global Business Services, IT and call center services, DBA provides accounting, reporting, profit and loss, cost, reconciliation, MIS, risk control, information technology and operations services to businesses worldwide.
Our Philippine operations are rapidly expanding to keep up with international demand and we are constantly searching for dedicated professionals interested in a long term career.
Branches:
DBA Subic - Block 2, Lot 79 Waterfront Road, corner Washington St, Subic Bay Freeport Zone, 2200 Zambales
DBA Bataan - 2nd floor, unit 202-205, Casa Legre Arcade, Capitol Drive, Brgy. San Jose, City of Balanga, 2100 Bataan
DBA Tarlac - 2nd Floor, Aquino Center and Museum, Luisita Access Road, San Miguel, Tarlac City, 2301 Tarlac
DBA Clark - Clark Tech Hub-2 GF Unit Loc. B2-110a SM City Clark, MA Bgy. Malabanias, Manuel A. Roxas Hwy, Angeles, Pampanga 2009
Similar offers
- Central Luzon, Pampanga
Roles and Responsibilities Manage all accounting transactions Publish financial statements in time Handle monthly,...
4 hours ago
- Central Luzon, Pampanga
PMVA is looking for Sales and Accounting Staff to be involved in aspects of sales and accounting. Working with the CEO...
Yesterday
- Central Luzon, Pampanga
Duties and Responsibilities: Provide quality, compliant and timely Paraplanning services to advice network. Develop...
Yesterday
- Central Luzon, Pampanga
Accounts Receivable Officer Duties and Responsibilities • Processing of Billing Invoice / Credit Note • Applying...
Yesterday
- Central Luzon, Pampanga
Duties and Responsibilities: • Monitor credit mailbox daily; handle inquires or forward as appropriate. •...
Yesterday
- Central Luzon, Pampanga
Recording of data gathered Reconcile book of accounts Encoding of records Coordinating with other other departments...
2 days ago
- Central Luzon, Pampanga
Finance Manager in Clark Pampanga Job Description -Supervising and controlling accounting activities for maximum...
2 days ago
¡Don't miss any opportunity!
Receive new offers by email.
¡Don't miss any opportunity!
Write your e-mail and send you new offers.
It seems that you are already registered
Enter your password to activate the alert.
Wow, the email and password don't match
Try to activate the alert again.
I have read and accept the Legal Conditions included in the and the
Basic information about privacy and contact
Responsible
DGNET LTD.
Purpose
Respond to requests for information and/or questions made by the user -registered or not- through the web site.
Legitimation
Your consent
Recipients
Data will be transferred due to legal obligation.
Rights
You have the right to access, modify and delete the data, as well as other rights, the details of which are included in our complete Privacy Policy.
We have sent you a verification email. Review it and confirm the alert to activate it.
Great
We will notify you of new vacancies.
You already had a similar saved search alerts
Create job alert
+ Follow Send again
Unfollow
Basic information about privacy and contact
Responsible
DGNET LTD.
Purpose
Respond to requests for information and/or questions made by the user -registered or not- through the web site.
Legitimation
Your consent
Recipients
Data will be transferred due to legal obligation.
Rights
You have the right to access, modify and delete the data, as well as other rights, the details of which are included in our complete Privacy Policy.
¡Don't miss any opportunity!
Receive new notifications of DBA Global Shared Services Inc. (DBA Advisory) Incorrect format
Wrong password
I have read and agreed to the and the of BestJobs. Required See legal details
Associate Financial Planner
Pampanga, Central Luzon
¡Don't miss any opportunity!
Write your e-mail and send you new offers.
Wrong email
Wrong password
I have read and agreed to the and the of BestJobs. Required
Basic information about privacy and contact
Responsible
DGNET LTD.
Purpose
Respond to requests for information and/or questions made by the user -registered or not- through the web site.
Legitimation
Your consent
Recipients
Data will be transferred due to legal obligation.
Rights
You have the right to access, modify and delete the data, as well as other rights, the details of which are included in our complete Privacy Policy.
Enter registered email
Wrong email
Related searches
Jobs
Search jobs
Search by company
Search companies
Why do you want to report this offer?
Discriminates and / or is offensive It is an advertisement, it is not an offer They ask me for money Is it misleading or false Another reason
Explain the reason for your choiceOptional
Report
By clicking report, you agree to the and the from BestJobs to create an account, apply for job vacancies, contact potential employers and receive communications, among other services. See legal details
Basic information about privacy and contact
Responsible
DGNET LTD.
Purpose
Respond to requests for information and/or questions made by the user -registered or not- through the web site.
Legitimation
Your consent
Recipients
Data will be transferred due to legal obligation.
Rights
You have the right to access, modify and delete the data, as well as other rights, the details of which are included in our complete Privacy Policy.
BestJobs
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DBA Global Shared Services Inc. DBA Advisory
About the company
DBA Global Shared Services Inc. DBA Advisory jobs
Pampanga, Central Luzon · Today, 09:17 AM
Position associate Financial planner subic branch recruited by the company DBA Global Shared Services Inc. DBA Advisory at Pampanga, Joboko automatically collects the salary of , finds more jobs on Associate Financial Planner Subic Branch or DBA Global Shared Services Inc. DBA Advisory company in the links above
About the company
DBA Global Shared Services Inc. DBA Advisory jobs
Pampanga, Central Luzon · Today, 09:17 AM