Paraplanner

Filta.

  • Manila, Philippines
    Manila, Metro Manila, Philippines
    Manila
    Metro Manila
    Philippines
    Philippines
    TELECOMMUTE
  • 35,000.00 - 55,000.00 PHP / monthPHP35,000.0055,000.0035,000.00MONTH
  • Full time
Posted 14 days ago and deadline of application is on 28 Oct
Recruiter was hiring 10 hours ago

Paraplanner

Filta.

Job Description

We are looking for a Paraplanner for a financial planning company based in Australia. This is a wonderful opportunity to learn, grow and develop through quality 1 on 1 training with the Owner & Principal who has over 20 years experience.

As a Paraplanner / Senior Practice Support, you will act as the main point person for coordinating all files in progress and you understand the importance of good Financial Planning advice and want to ensure clients receive a quality experience.

Some of the tasks that must be managed are as follows:

  • Coordinate the workflow of the financial planning business in Australia to the electronic copy in DropBox to Xplan).
  • Coordinate the advice and review process
  • Booking in clients for meetings and coordinate the client inquiries (email & SMS) received recording in the inquiries register, acknowledgment communication & preparation of responses.
  • Develop/discuss the strategy proposal for the preparation of the advice process
  • Other special projects as may be assigned.

Bonus and Nice to Have

  • RG146
  • Experience as a Paraplanner.

On top of being a really cool company and a great place to work, you’ll get the following benefits as part of the Filta Family:

  • Fixed 6:00am to 3:00pm Monday to Friday shift
  • HMO for yourself and one dependent within the first month
  • Birthday paid leave
  • 20 combined SL/VLs per year accrued from day one (you will have 10 accrued once you pass regularisation)
  • 30 minutes early out Fridays (after regularisation, upon completing all your tasks for the week, and if you’re on time during the week)

Minimum Qualifications

To qualify for this role, the following are essential:

  • 4-5 years' experience in the Australian/American Financial Planning space
  • Outstanding client service skills as you will be calling insurance companies and clients through phone calls and emails.
  • Self-motivated and ability to work autonomously
  • Attention to detail and outstanding time management skills
  • Strong Microsoft office skills.
  • Experience with using Xplan, ACT, or COIN is extremely advantageous

Perks and Benefits

  • Work from Home Work from Home
  • Paid Vacation Leave Paid Vacation Leave
  • Paid Sick Leave Paid Sick Leave
  • Medical / Health Insurance Medical / Health Insurance
  • Medical, Prescription, Dental, or Vision Plans Medical, Prescription, Dental, or Vision Plans

Required Skills

  • Problem Solving
  • Critical Thinking

Jobs Summary

Job level
Associate / Supervisor
Job category
Accounting and Finance
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes 
Office Address
Manila, Metro Manila, Philippines
Industry
Outsourcing / Offshoring
Vacancy
1 opening
Website
http://www.filtaglobal.com/careers

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About Filta.

At Filta, we help small to medium Australian based eCommerce, Development and Design businesses compete in the ever-changing global market by assisting them to build and manage global teams, regardless of whether it’s here in Australia or building offshore resources in the Philippines.