VA Platinum
VA Platinum

Experienced Paraplanner | Cebu Office-Based Role  

VA Platinum

 
  • Cebu City, Philippines
    14F ACCT, Cebu City, Central Visayas, Philippines
    Cebu City
    Central Visayas
    Philippines
    Philippines
  • Full timeFULL_TIME

Expired 4 years ago

2020-01-15T16:15:52.919161+00:00
Job closed.

Job Description

PARAPLANNERS WORK TO...

  • Provide quotes for either Risk and/or Financial Planning SoA.
  • Complete fact find documents.
  • Generate new business income from risk insurance and superannuation advice this financial year.
  • Update client paper and electronic files, ensuring that they are compliant
  • Ensure that the advice provided is within the compliance parameters set out by ASFL.
  • Process client filing.
  • Complete, checking, submitting and processing the necessary application forms
  • Liaise with fund managers, administrators and life companies regarding client’s affairs.
  • Assist with research into client recommendations.
  • Maintain client databases.
  • Monitor stationary, ensuring always sufficient supply and not out of date.
  • Ensurw work practices meet FSRA guidelines.
  • Perform all paraplanning function.

Minimum Qualifications

EXPERIENCED PARAPLANNER MUST HAVE:

  • At least 1-year experience being a Paraplanner
  • Excellent Communication Skills (Written and Verbal)
  • Experience with Australian SMSFs (Self-managed Super Funds)
  • Experience in reading and understanding balance sheets, financials, etc.
  • Familiarity with the completion of quarterly SMSF

Perks and Benefits

  • Single Parent LeaveSingle Parent Leave
  • Gym MembershipGym Membership
  • Medical / Health InsuranceMedical / Health Insurance
  • Paid Sick LeavePaid Sick Leave
  • Employee DiscountsEmployee Discounts
  • Performance BonusPerformance Bonus
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Free Lunch or SnacksFree Lunch or Snacks
  • Paid HolidaysPaid Holidays
  • Paid Vacation LeavePaid Vacation Leave
  • Transportation AllowancesTransportation Allowances
  • Maternity & Paternity LeaveMaternity & Paternity Leave
  • Recruitment / Signing BonusRecruitment / Signing Bonus

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Accounting and Finance
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Always
Office Address
Bohol Ave Cebu Business Park
Industry
Outsourcing / Offshoring
Vacancy
4 openings
Website
http://www.vaplatinum.com.au

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About VA Platinum

We are an Australian owned and managed Virtual Assistant Services Provider based in the Philippines. We specialise in supporting our clients’ business growth by providing professional offshore staff to undertake tasks such as reception, customer service, administration, data entry, document maintenance and reporting, within a wide range of industries. These include financial planning, mortgage broking, real estate, digital and content marketing, and others. VA Platinum was created to give time back to business owners. We provide fantastic offshore staff who work exclusively for a Client, as well as systems and procedures to help businesses run as efficiently and as effectively as possible. Our objective is to give business owners and advisers the freedom to work ‘on’ their business rather than just ‘in’ their business. Watch - https://www.youtube.com/watch?v=5Fa2p2Ed2tc&t=5s

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