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
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 for consideration.

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