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Paraplanner

SMSF Paraplanners Inc.

Ayala Center Cebu Tower (ACCT; beside Ayala Mall), Cebu Business Park, Cebu City, Cebu
Total vacancies for this job title : 10
Posted on : May 04, 2020
Job ID : 360735

Details

PARAPLANNER
 
Job Qualifications:
  • Preferably a College Graduate with experience in writing documents (Legal, Finance, Banking, Engineering and other related fields)
  • Preferably with working experience in a related field
  • ABSOLUTE Attention to details
  • Strategic problem solver; logical thinker; strong analytical/research skills
  • Excellent Communication and Interpersonal Skills
  • Excellent Report Writing Skills; High level of English proficiency required
  • Ability to work independently and meet target submission/due dates
  • Excellent Time Management Skills
  • Intermediate to Proficient Skill Level in: MS Outlook, Excel, Word and PowerPoint
  • Passionate with a positive attitude/outlook
Key Responsibilities & Duties:
  • Produce professional, high quality, accurate and compliant Advice Documents with appropriate strategic & investment recommendations with the use of designated/required Financial Planning software
  • Prepare compliant Advice Support Documents
  • Ability to understand and compare basic money management options
  • Prepare accurate financial modelling and compare different financial planning modelling scenarios with the use of the designated/required software
  • Liaise efficiently and clearly with clients (Advisers) to obtain needed information and to notify them clearly regarding the progress status of the requested document
  • Completion of allocated work within the specified time frames (meeting target submission and due dates)
  • Provide technical support and guidance to clients
  • Build solid relationships with each Client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, more efficient ways etc)
  • Be proactive within the organisation and look for opportunities to increase efficiency across the business through Game of Inches
  • Actively contribute to our positive and dynamic team culture
Other Adhoc tasks:
  • From time to time we may also ask you to assist with other tasks which management may deem fit and needed to address business needs
What we expect from you:
  • To come to work Monday - Friday
  • To want to learn more everyday
  • To take pride in your work
  • To be the best version of yourself you can be
  • To grow in yourself, to grow in the company
  • To believe and contribute to our values - Teamwork, Integrity, Excellence and Spirited
  • To have fun!
What you can expect from us:
  • Support to grow; support to be challenged and support to learn
  • Whilst we all work hard we also have a lot of fun along the way
  • Be offered a competitive salary and benefits package
For more information about our company, visit our website: http://smsfparaplanners.com.au


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