Experienced Paraplanner | Cebu Office-Based Role
VA Platinum
- Cebu City, Philippines14F ACCT, Cebu City, Central Visayas, PhilippinesCebu CityCentral VisayasPhilippinesPhilippines
- Toàn thời gianFULL_TIME
Đã hết hạn 4 years ago
2020-01-15T16:15:52.919161+00:00Công việc đã đóng.
Miêu Tả Về Công Việc
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- Monitor stationary, ensuring always sufficient supply and not out of date.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.
Trình độ tối thiểu
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
Đặc quyền và lợi ích
Single Parent Leave
Gym Membership
Medical / Health Insurance
Paid Sick Leave
Employee Discounts
Performance Bonus
Paid Bereavement/Family Leave
Free Lunch or Snacks
Paid Holidays
Paid Vacation Leave
Transportation Allowances
Maternity & Paternity Leave
Recruitment / Signing Bonus
Tóm tắt công việc
- Trình Độ Công Việc
- Phó Giám Sát/Giám Sát
- Ngành Nghề
- Accounting and Finance
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Always
- Địa chỉ văn phòng
- Bohol Ave Cebu Business Park
- Ngành nghề
- Outsourcing / Offshoring
- Vị trí đang tuyển
- 4 vị trí tuyển dụng mới
- Trang web
- http://www.vaplatinum.com.au
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Về 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.
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