Paraplanner / Advice Support » Full-time
» Angeles
» •
» Posted on November 13, 2021
» •
»Save Job favorite_border
Description:
Purpose:
Taking file notes from recorded client meetings
Research incl. insurance quotes, super comparison (fees, performance), tax implications of strategies i.e. in-specie transfers to super, cash flow projections for SMSF and more
Preparation of advice documents - SoA, RoA
Assistance with implementation where required to support admin function
Main tasks:
Preparing advice documents, including (but not limited to) Statements of Advice, Records of Advice and Value Propositions, ensuring compliance with industry regulations regarding financial advice
Adhering to budgets for produced documents
Ensure turnaround times and deadlines are appropriately managed
Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document. Eg product comparisons, insurance analysis and quoting, contacting funds for information
Prepare advice in conformity with Best Interest Duty obligations and procedures
Ensure advice is prepared in conformity with our licensee policies and guidelines
Manage relationship with other paraplanners and virtual adjuncts to ensure consistent delivery of services, within agreed timeframes and fee agreements
Liaising with Senior Paraplanners and Financial Planners to determine strategic results to be demonstrated in advice documents
Performing quality and compliance reviews of advice documents, internally and externally, to ensure high levels of quality are maintained
Complete projects identified for the overall team to enhance services within the team or wider business
Requirements:
At least 1 - 3 years as significant practice.
Graduate of bachelor's degree.
Strong organizational and time management expertise.
Excellent English communication skill (both written and verbal).
Must sound CONFIDENT on the phone.
Understands financial planning is advantageous.
practice using Xplan for 2 years or more
practice with Australian financial planning companies 2 years or more
High attention to detail to achieve accuracy.
Why Join Us?
Innovatus Philippines offers a small team environment. We welcome individuality in self-expression without losing the value for team involvement.
Cultures and Values
We are just a small-sized company but we have always been able to keep the fun, young and intimate atmosphere from the time we started. We strongly believe in transparency and honesty and we always make sure to represent the interests of our employees as much as we represent the interests of our clients.
income: ?30000 - ?35000
Address: Savers Mall, Balibago, Angeles City
Application Process: Apply at Bossjob!
Apply at Bossjob.ph today!
» Disclaimer
» Our Guarantee
» Avoiding Job Scams
» Hiring Organization
Innovatus Philippines CGA Accounting is a boutique accountancy and business advisory firm located in Brisbane, who pride themselves on their personalised and proactive approach.
When CGA works alongside you, we won't make you feel like another number as we take the time to understand your ambitions, objectives and obstacles. By supporting your entire financial journey, start to finish, we can offer you strategic and practical solutions, alongside outstanding customer service.
As your trusted partner, we collaborate with you to take your wealth creation to a new level. practice professional, direct and timely advice from a firm that values your individual needs. Our full service firm can help you with a range of business and financial services from mergers and acquisitions; tax planning and advice; SMSFs, bookkeeping and tax compliance. Discover why a growing number of individuals, investors and growing businesses have chosen CGA Accounting as their financial partners. CGA Accounting currently provides services within a diverse range of industries such as property development, construction, professional services and hospitality.
Contact us to discuss accounting solutions for your business.
Call: 1800 240 262 or
Email address: *protected email*
Worksvianet
» Angeles
» •
» Posted on November 13, 2021
» •
»Save Job favorite_border
Description:
Purpose:
Taking file notes from recorded client meetings
Research incl. insurance quotes, super comparison (fees, performance), tax implications of strategies i.e. in-specie transfers to super, cash flow projections for SMSF and more
Preparation of advice documents - SoA, RoA
Assistance with implementation where required to support admin function
Main tasks:
Preparing advice documents, including (but not limited to) Statements of Advice, Records of Advice and Value Propositions, ensuring compliance with industry regulations regarding financial advice
Adhering to budgets for produced documents
Ensure turnaround times and deadlines are appropriately managed
Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document. Eg product comparisons, insurance analysis and quoting, contacting funds for information
Prepare advice in conformity with Best Interest Duty obligations and procedures
Ensure advice is prepared in conformity with our licensee policies and guidelines
Manage relationship with other paraplanners and virtual adjuncts to ensure consistent delivery of services, within agreed timeframes and fee agreements
Liaising with Senior Paraplanners and Financial Planners to determine strategic results to be demonstrated in advice documents
Performing quality and compliance reviews of advice documents, internally and externally, to ensure high levels of quality are maintained
Complete projects identified for the overall team to enhance services within the team or wider business
Requirements:
At least 1 - 3 years as significant practice.
Graduate of bachelor's degree.
Strong organizational and time management expertise.
Excellent English communication skill (both written and verbal).
Must sound CONFIDENT on the phone.
Understands financial planning is advantageous.
practice using Xplan for 2 years or more
practice with Australian financial planning companies 2 years or more
High attention to detail to achieve accuracy.
Why Join Us?
Innovatus Philippines offers a small team environment. We welcome individuality in self-expression without losing the value for team involvement.
Cultures and Values
We are just a small-sized company but we have always been able to keep the fun, young and intimate atmosphere from the time we started. We strongly believe in transparency and honesty and we always make sure to represent the interests of our employees as much as we represent the interests of our clients.
income: ?30000 - ?35000
Address: Savers Mall, Balibago, Angeles City
Application Process: Apply at Bossjob!
Apply at Bossjob.ph today!
» Disclaimer
» Our Guarantee
» Avoiding Job Scams
» Hiring Organization
Innovatus Philippines CGA Accounting is a boutique accountancy and business advisory firm located in Brisbane, who pride themselves on their personalised and proactive approach.
When CGA works alongside you, we won't make you feel like another number as we take the time to understand your ambitions, objectives and obstacles. By supporting your entire financial journey, start to finish, we can offer you strategic and practical solutions, alongside outstanding customer service.
As your trusted partner, we collaborate with you to take your wealth creation to a new level. practice professional, direct and timely advice from a firm that values your individual needs. Our full service firm can help you with a range of business and financial services from mergers and acquisitions; tax planning and advice; SMSFs, bookkeeping and tax compliance. Discover why a growing number of individuals, investors and growing businesses have chosen CGA Accounting as their financial partners. CGA Accounting currently provides services within a diverse range of industries such as property development, construction, professional services and hospitality.
Contact us to discuss accounting solutions for your business.
Call: 1800 240 262 or
Email address: *protected email*
Worksvianet
Other Info
Angeles City, Pampanga
Permanent
Full-time
Permanent
Full-time
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Innovatus Philippines
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Position para planner / advice support recruited by the company Innovatus Philippines at Pampanga, Joboko automatically collects the salary of , finds more jobs on Paraplanner / Advice Support or Innovatus Philippines company in the links above
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