Paraplanner
Optimum Equipment Management & Exchange, Inc.
- Pasig, PhilippinesThe Orient Square, Emerald Ave, San Antonio, Pasig, 1600 Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Expired 7 years ago
2017-03-29T16:00:00+00:00Job Description
Purpose
The purpose of this role is to provide quality, compliant and timely Paraplanning services to our advice network where you will be responsible for the development and implementation of Statements of Advice using Xplan financial planning software.
Use your accounting or finance degree to specialise in advice development to build your financial planning and wealth management experience.
Main focus areas
- Prepare high quality and compliant Statements of Advice and other advice documents on behalf of planners
- Meet and exceed individual productivity targets
- Ensure that Paraplanning service standards are met
- Ensure that Paraplanning services are in accordance with licensee standards
- Ensure high level financial planning software skills are developed and maintained
- Build and reinforce a constructive and high performing culture (individually and collectively as a team member)
- Maintain minimum education requirements
Role specific development
- To prepare basic and comprehensive Statements of Advice and other advice documents dealing with various mainstream strategies in particular Transition to Retirement, Income Streams, Wealth Creation and SMSF
- Develop a good working knowledge of various tax structures (highly regarded)
- Gain proficiencies in using Xplan financial planning software
Minimum Qualifications
- Accounting or Finance degree (mandatory)
- Previous experience working in a Financial Services environment (desired)
- Diploma of Financial Services (DFS) – (desired)
- Completion of ADFS or demonstrated success in continuing ADFS studies (desired)
- Advanced understanding of Word and Excel software
- High attention to detail
- Ability to work within a team environment, whilst also having individual targets to meet
- Ability to interact (both verbally and written form) effectively with planners
What’s on offer?
- A career with unlimited potential with supported continual training and development
- A fantastic remuneration offering that will grow based on your achievements and milestones
- The opportunity to grow into leadership positions to mentor the staff of the future as our business grows
- Ongoing industry training provided internally and through external providers
Perks and Benefits
Paid Vacation Leave
Paid Sick Leave
Medical / Health Insurance
Required Skills
- Financial Analysis
- Attention to Detail
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- The Orient Square, Emerald Ave, San Antonio, Pasig, 1600 Metro Manila, Philippines
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About Optimum Equipment Management & Exchange, Inc.
OEME was established in 2007. Our company's climb to market leadership is the result of our
relentless pursuit to deliver ultimate client satisfaction. Our commitment to boost our operational efficiency
with the emerging trends helps to ensure that we continually raise the bar for service excellence.
We are aggressively embedding technology into our operations.
We have strengthened our human capital and organized our administration to
meet your growing interests and needs. We are consistently intensifying an already
extensive array of value-added support to help you achieve your goals.