para plannerZZ Connect Inc.
Workplace: MetroManila, Manila, Pasig
Salary: Agreement
Work form: Full time
Posting Date: 07/11/2025
Deadline: 22/11/2020
Join an Australian privately owned financial planning business, providing advice for 30 years in:
Superannuation
Investment
Insurance
Estate Planning
Accounting and Taxation
Finance
We are a dynamic and growing organisation and require motivated team members to achieve our goals.
Responsibilities:
Create Statements of Advice using information provided by client (personal data, financial information) and information provided by financial planner.
Create Records of Advice from information collected during client annual review meetings
Research financial products and insurance products
Assist advisers to develop strategies to ensure clients goals are achieved
Contact product providers to obtain client specific information
Qualifications:
At least 3 years relevant experience
RG146 is desired but not required
Xplan experience is desirable
Workbank
Superannuation
Investment
Insurance
Estate Planning
Accounting and Taxation
Finance
We are a dynamic and growing organisation and require motivated team members to achieve our goals.
Responsibilities:
Create Statements of Advice using information provided by client (personal data, financial information) and information provided by financial planner.
Create Records of Advice from information collected during client annual review meetings
Research financial products and insurance products
Assist advisers to develop strategies to ensure clients goals are achieved
Contact product providers to obtain client specific information
Qualifications:
At least 3 years relevant experience
RG146 is desired but not required
Xplan experience is desirable
Workbank
Other Info
Pasig City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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ZZ Connect Inc.
About the company
ZZ Connect Inc. jobs
Mandaluyong City, Metro Manila
Position para planner recruited by the company ZZ Connect Inc. at MetroManila, Manila, Pasig, Joboko automatically collects the salary of , finds more jobs on Paraplanner or ZZ Connect Inc. company in the links above
About the company
ZZ Connect Inc. jobs
Mandaluyong City, Metro Manila