Financial Paraplanner (Xplan Experience) 9205

Financial Paraplanner (Xplan Experience) 9205
Company:

Microsourcing Philippines Inc


Financial Paraplanner (Xplan Experience) 9205

Details of the offer

Job Description :
We are looking for aFinancial Paraplannerfor an Australian fiancial company that focuses on Retirement planning. You'll be working with a skilled team that provides strategies that aids their clients financially with anything that may happen.
If you have relevant experience in a similar role and is proficient in usingXplan Software, then you might be the person we are looking for! We want someone who is Independent and has a potential to grow and lead a team someday.
In this job, you will:
Create Statement of Advice documents using Xplan financial planning software.
Input client data into the Xplan system
Have daily communication with the onshore Paraplanning team
Have an ongoing education via reading of Kaplan education material, internal paraplanning guide and liaison with onshore team in Monday morning operations team meetings.

Qualifications:Minimum 3 years experience in Australian Financial Paraplanning is a must
With RG146 training certification is highly preferred
Willing to work in Ortigas on a Morning Schedule

Aside from the competitive salary, you will also have benefits that you and your family can enjoy.
If interested, click on the apply button or you can also visit our recruitment hub at 32nd floor Robinsons Cyberscape Beta, Topaz Road, Ortigas Center Pasig City.


Source: Jora


Area:

Requirements

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