Job Description
Join an Australian privately owned financial planning business, providing advice for 30 years in:
Superannuation Investment
Insurance
Estate Planning Accounting and Taxation Finance
They are a dynamic and growing organization and require motivated team members to achieve their goals.
Responsibilities:
Create Statements of Advice using the information provided by the client (personal data, financial-information) and information provided by the 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.
XTools + modeling.
Ability to use Risk Researcher.
Competencies
With a Diploma in Financial Planning, highly preferred
XPlan experience
Must be responsive and focused at all times
Must be able to speak his/her mind
Must be proactive and have ownership
_______________________
Successful candidates must be willing to report onsite.
Office Location: Ortigas Center, Pasig City
Schedule: 7AM-4PM
Join an Australian privately owned financial planning business, providing advice for 30 years in:
Superannuation Investment
Insurance
Estate Planning Accounting and Taxation Finance
They are a dynamic and growing organization and require motivated team members to achieve their goals.
Responsibilities:
Create Statements of Advice using the information provided by the client (personal data, financial-information) and information provided by the 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.
XTools + modeling.
Ability to use Risk Researcher.
Competencies
With a Diploma in Financial Planning, highly preferred
XPlan experience
Must be responsive and focused at all times
Must be able to speak his/her mind
Must be proactive and have ownership
_______________________
Successful candidates must be willing to report onsite.
Office Location: Ortigas Center, Pasig City
Schedule: 7AM-4PM
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Zigzag Connect Inc
About the company
Zigzag Connect Inc jobs
Pasig City
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