| Job Opening |
Financial Planner |
| Job Industry | Outsourcing/Offshoring |
| Job Type | Full-Time |
| Experience Level | Associate |
| Date Posted | 2019-12-19 |
| Job Location | Subic, Zambales |
| Company Information |
DBA Global Shared Services Inc.
Block 2, Lot 79, Waterfront Road Corner Washington Street, Global Industrial Park CBD Subic Bay Freeport Zone, Zambales 2222 Website: https://www.dbaadvisory.com/ DBA Global Shared Services is an innovative technology company able to provide Premium BPOservices across a range of sectors and industries. The group has particular expertise in: * InvestmentAdministration, * Administration of Australian SMSFs * Cloud based accounting * Paraplanning, * ... |
| Job Description | • Review data provided when a job request comes in to ensure it is complete • Produce the Pre-Vet outlining the advice recommendations as understood by the paraplanner and answer questions/request for any missing information • Prepare XPlan modules (e.g. XTools+ modelling, Risk Researcher, WealthSolver) or equivalent alternative software to be sent with the Pre-Vet for review • Use the advisers’ preferred software, produce the SOA document • Draft Statements of Advice (SOAs) outlining the recommendations, projections, etc. • Review and revise the SOA if required • Prepare Return on Assets (ROA) as required • Prepare review documents as required |
| Job Qualifications | • Must possess a bachelor’s degree in Accountancy, Business Administration, Business Management, or any equivalent.
• Diploma of Financial Planning, RG 146 Certification qualification is a plus. • Relevant work experience in Paraplanning, or client services roles with practical skills in preparing Statement of Advice (SOA) is a plus • Excellent written and verbal communication skills. • Confident in dealing with clients, firm financial advisors, and wealth managers. • Operational experience in XPLAN, Coin and Midwinter is a plus • Superior knowledge in Microsoft, Excel and PowerPoint • Excellent in client management, able to meet deadlines, perform multiple tasks efficiently, able to work under pressure and manage time. • Strong financial and analytical skills, and attentive to details. • Fresh Graduates are welcome to apply • Work assignment will be in Subic Bay Freeport Zone |
| How to apply to this job | Interested applicants may email their resumes to HRD@dbaadvisory.com for consideration. |
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