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Experienced Paraplanners (with Sign On Bonus)

Description:

WE ARE HIRING PARAPLANNERS! ENJOY A SIGN-ON BONUS!

About the Role:

to provide support to Financial Advisers through the offering of financial planning quotes, completing fact-find documents, telephone enquiries and, managing databases to ensure compliance with FSRA, etc.

Tasks and Responsibilities:

  • Providing quotes for either Risk and/or Financial Planning SoA
  • Conducting product cost comparison for Superannuation, Pension, and Investments
  • Completing fact find documents
  • Generating new business income from risk insurance and superannuation advice this financial year.
  • Updating client paper and electronic files, ensuring that they are compliant
  • Ensuring that advice provided is within the compliance parameters set out by ASFL
  • Liaising with fund managers, administrators, and life companies regarding client’s affairs
  • Assisting with research into client recommendations
  • Ensuring work practices meet FSRA guidelines

What’s in it for you?

  • Dayshift schedule with weekends off
  • HMO Day 1 + 3 dependents. for free
  • Competitive Package and benefits
  • 2-week Christmas Break and Annual Leaves
  • Full-time position with Gov’t. Benefits (SSS, Philhealth, etc.)

Non-negotiable Requirements:

  • Stable Internet Connection (at least 10 Mbps)
  • Laptop or PC w/ Webcam (Online Recruitment Process)
  • Cebu residents if possible



Requirements:

Ideal Candidate:

  • Minimum of 1-year paraplanning experience
  • RG 146 is a plus
  • Required software expertise: Xplan and/or Adviser Logic
  • Knowledge of other software is a plus

About VA Platinum:

We are not your average Virtual Assistant provider in the Philippines. Everything we do focuses on being extraordinary. From our superstar staff to our business coaching services, our culture, and impressive systems. Visit our website at www.vaplatinum.com.au.

Other Cebu-Based Career Opportunities:

  • Financial Planning VAs
  • Mortgage Broking VAs
  • Executive Assistants
  • Digital Marketing Specialists
  • Team Leaders
  • LinkedIn Specialists
  • Compliance Assistants/Practice Engineers
  • Paraplanners (anywhere in the PH)
  • Mortgage Parabrokers (anywhere in the PH)

Got some questions? Check out our FAQs post

https://www.facebook.com/448657032195883/posts/1112687609126152/

Salary: ₱50000 - ₱55000
Address: 11th Floor e-Bloc 5. Inez Villa St. Cebu IT Park, Lahug, Cebu City