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Financial Planning Associate / Assistant

Financial Planning Associate / Assistant
Company:

(Confidential)

Place:

Ilocos Norte

Job Function:

Finance

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Details of the offer

FINANCIAL PLANNING ASSOCIATE / ASSISTANT / PARAPLANNER Multiple positions available, looking for people with EXPERIENCE with FINANCIAL PLANNING BUSINESSES based in Australia. PHP 20,000-50,000 (Based on Experience) You will be responsible for: Updating client details in databaseConducting research and contacting product providersAd-hoc admin activitiesAssisting Advisers by preparing client portfoliopresentationsTo be successful in this role, you have: A minimum of 1 years' experience in Financial Planning, moreexperience the betterExperience with MS Office (Word, Excel, Powerpoint)Excellent attention to detailGood English communication skillsStable Internet Connection (at least 10 Mbps)Laptop or PC w/ cam (Online Recruitment Process)Cebu residents onlyExperience with Adviser logic very advantageousSelf-directed and able to work without supervision

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Requirements

Financial Planning Associate / Assistant
Company:

(Confidential)

Place:

Ilocos Norte

Job Function:

Finance

Report this offer

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