AU Junior Paraplanner
WFH | Full time | Day 1 HMO & Leave Credits
Job Description
Central Luzon (Remote) ₱45,000 – ₱60,000 per month
We are searching for an outstanding Junior Paraplanner from the Philippines in a 100% WFH role.
In this role you will be responsible for the following:
Your Responsibilities
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- Collate previous review documents
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Collate current review documents
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Prepare review pack, workpaper and propose ROA strategies
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Draft WS and Xtools
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Prepare compliant Record of Advice
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Assume self checking for compliance and quality of advice
In your role, you will receive ongoing coaching, guidance and training with the opportunity to learn and develop your skills.
In our company, you will receive ongoing staff benefits. Our team is growing and you will be a valued member of a hardworking, fun team of people!
Must have skill set
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You are RG146 qualified
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You have 2+ years’ in similar role
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You have 2+ years’ experience using Xplan software
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You are highly proficient in WS, RR and Xtools+
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You are comfortable communicating with your adviser verbally
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You have strong attention to detail and a positive attitude
Employer questions
Your application will include the following questions:
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Which of the following types of qualifications do you have
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What’s your expected monthly basic salary?
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How many years’ experience do you have as a Paraplanner?
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Have you worked in a role which requires a sound understanding of service-oriented architecture (SOA)?
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How would you rate your English language skills?
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Have you worked in a role which requires experience with financial analysis and modelling?
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How many years’ experience do you have as an Xplan Specialist?
Add Your Info Below