associate Financial plannerDBA Global Shared Services Inc.

Job Opening
Associate Financial Planner
Job Industry
Outsourcing/Offshoring
Job Type
Full-Time
Experience Level
Associate
Date Posted
2021-05-24
Job Location
Tarlac
Company Information
DBA Global Shared Services Inc.
Block 2, Lot 79, Waterfront Road Corner Washington Street, Global Industrial Park CBD, Subic Bay Freeport Zone, Zambales
Clark Tech Hub-2 GF Unit Loc. B2-110a SM City Clark, MA Byg. Malabanias, 2009, Manuel A. Roxas Hwy, Angeles, Pampanga
2222
Website: https://www.dbaadvisory.com/
DBA Global Shared Services is an innovative technology company able to provide Premium BPOservices across a range of sectors and industries. The group has particular expertise in:
InvestmentAdministration,
Administration of Australian SMSFs
Cloud based accounting
Paraplanning, * ...
Job Description
Are you looking for a long-term career path in the finance industry? Do you have strong financial and analytical skills? Can you draft SOAs and prepare ROAs? If your answer is yes, then WE WANT YOU! We are looking for exceptional individuals who have a deep knowledge and passion for finance. Candidates must be well-versed in financial topics to help clients make wise and profitable decisions, and meet their financial goals. Duties and Responsibilities:
Review data provided when a job request comes in to ensure it is complete
Produce the Pre-Vet outlining the advice recommendations as understood by the paraplanner and answer questions/request for any missing information
Prepare XPlan modules (e.g. XTools+ modelling, Risk Researcher, WealthSolver) or equivalent alternative software to be sent with the Pre-Vet for review
Use the advisers' preferred software, produce the SOA document
Draft Statements of Advice (SOAs) outlining the recommendations, projections, etc.
Review and revise the SOA if required
Prepare Return on Assets (ROA) as required
Prepare review documents as required
Job Qualifications
• Must possess a bachelor's degree in Accountancy, Business Administration, Business Management, or any equivalent.
• Diploma of Financial Planning, RG 146 Certification qualification is a plus.
• Relevant work experience in Paraplanning, or client services roles with practical skills in preparing Statement of Advice (SOA) is a plus
• Must have excellent written and verbal communication skills.
• Must be confident in dealing with clients, firm financial advisors, and wealth managers.
• An operational experience in XPLAN, Coin and Midwinter is a plus
• Must have superior knowledge in Microsoft, Excel and PowerPoint
• Excellent in client management, able to meet deadlines, perform multiple tasks efficiently, able to work under pressure and manage time.
• Have strong financial and analytical skills, and attentive to details.
• Fresh graduates are welcome to apply
• Work assignment will be in our Tarlac office
How to apply to this job
Interested applicants may email their resumes to ***@dbaadvisory.com for consideration.
Go back to list of jobs