associate Financial plannerDBA Global Shared Services Inc.

• 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
• Willing to be assigned in Subic Bay Freeport Zone