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VBP Back Office Solutions Inc.

 With business certificates| Established in 2013 | 501-1000 employees

About the Company

VBP BACK OFFICE SOLUTIONS INC.
 
Virtual Business Partners specialize in working with the financial planning industry in Australia. We help financial planning businesses to build an offshore team that can assist with some of the important day to day tasks that are involved within a financial planning business.
 
Virtual Business Partners 'Clients' are the financial planning businesses and you will be assigned to work with one of our 'Clients' either full time for 40 hours per week, or part time for 20 hours per week.
 
 
General Responsibilities:
 
All aspects of producing professional high quality compliant and tailored SOAs, with appropriate strategic & investment recommendations.
 
Key Tasks & Responsibilities:
 
1. Prepare compliant and to SMSF PP's standards Statement of Advice, Investment Portfolio Review Statement of Advice and Record of Advice documents utilizing designated Financial Planning Software (Coin and Xplan)
2. Perform accurate financial modelling & compare different financial planning modelling scenarios utilizing the designated Financial Planning software (Coin or Xplan)
3. Prepare Chant West Product Comparison Checklists when requested
4. Liaise efficiently with Clients (Financial Advisors) to obtain any missing information from job requests.
5. To follow and complete required Work flow management systems and completion of tasks within specified time frames.
6. To provide compliance advice to Clients where the Client's documents are not compliant.
 
 
Key Strengths:
 
1. Highly developed financial planning knowledge and technical skills, with a sound understanding of investment principles
2. Ability to assist in the development of complex and comprehensive strategies
3. Ability to identify and document a range of strategies in a compliant, personalised and tailored format
4. Providing added value to Client by assisting the Advisor in the formulation of appropriate strategies for their client.
5. Contribute significantly to company goals in a proactive manner including achieving specified production, quality & turnaround time targets
 
 
Other areas of expertise:
 
1. Excellent time management, planning and organisational skills and the ability to identify areas/methods which could be improved
2. Methodical in monitoring the results of actions
3. Diligent with attention to detail
4. Excellent report writing & analytical/research skills
5. Ability to conduct research for appropriate providers and investments
6. Strong customer service skills, orientation and focus
7. Exceptional interpersonal skills both oral and written; excellent relationship building skills
8. Ability to work autonomously and as part of a team in a pressured environment
9. Strong lateral thinking skills & demonstrated demonstrate aptitude for problem solving
10. Self-motivated & self-directed
 
 
Technical Skills:
 
1. Keep up to date with current legislation
2. Keep up-to-date with technical knowledge, & appropriate strategies
3. Experience with Coin essential, Draft online & Xplan experience highly regarded
 
FINANCIAL STRATEGIES AKA PARAPLANNER
 
Qualifications:
  • Degree in Business / Finance/ Commerce
  • Experienced in banking/financial services or similar
  • Demonstrate from your prior experience your ability to meet and exceed individual productivity targets while ensuring service standards are met
  • Experience preparing documents or reports
  • Ability to interact (both verbally and written form) effectively with clients (planners from the land down under)
  • Experience with and good working knowledge of various tax structure (highly regarded)
  • Experience in using financial planning software (highly regarded)
  • Ability to be cool under pressure, warm with your colleagues and able to think on your feet.


All Jobs at VBP Back Office Solutions Inc.

Position
Company
Location
Date
Paraplanners I Day-shift & Weekends Off
PHP 17,000 - 18,000 per month
VBP Back Office Solutions Inc.
VBP Back Office Solutions Inc.
Cebu City, Cebu
Established in 2013
501-1000 employees
15 hours ago
Financial Planning Assistant I Day Shift & Weekends Off
PHP 17,000 - 20,000 per month
VBP Back Office Solutions Inc.
VBP Back Office Solutions Inc.
Cebu City, Cebu
Established in 2013
501-1000 employees
15 hours ago
VBP Back Office Solutions Inc.
VBP Back Office Solutions Inc.
Cebu City, Cebu
Established in 2013
501-1000 employees
1 day ago
Mortgage Broking Assistants I Day-shift & Weekends Off
PHP 17,000 - 20,000 per month
VBP Back Office Solutions Inc.
VBP Back Office Solutions Inc.
Cebu City, Cebu
Established in 2013
501-1000 employees
1 day ago
Loan Specialists I Day-shift & Weekends Off
PHP 17,000 - 20,000 per month
VBP Back Office Solutions Inc.
VBP Back Office Solutions Inc.
Cebu City, Cebu
Established in 2013
501-1000 employees
1 day ago
Digital Marketing Assistant | Day-shift & Weekends Off
PHP 17,000 - 20,000 per month
VBP Back Office Solutions Inc.
VBP Back Office Solutions Inc.
Cebu City, Cebu
Established in 2013
501-1000 employees
1 day ago