Offer description

Duties and Responsibilities:

Provide quality, compliant and timely Paraplanning services to advice network.

Develop and implement Statements of Advice (SOA) using the Xplan financial planning software.

Prepare high-quality and compliant SOAs and other advice documents on behalf of the client financial planners.

Prepare basic and comprehensive SOAs and other advice documents dealing with various mainstream strategies (e.g., Transition to Retirement, Income Streams, Wealth Creation and SMSF).

Specialize in advice development to build knowledge and experience in financial planning and wealth management.

Ensure Paraplanning services are in accordance with licensee’s standards and Paraplanning service standards are met.

Develop a good working knowledge of various tax structures.

Develop and maintain high level financial planning software skills.

Meet and exceed individual productivity targets.

Build and reinforce a constructive and high-performing culture (individually, and collectively as a team member).

Gain proficiencies in using the Xplan financial planning software.

Qualifications:

Must have a degree in Accountancy, Financial Management, Business, Banking and Finance, Economics, or any equivalent.

Experience working in the field of Financial Services is preferred.

Completion of Advanced Diploma of Financial Services (ADFS) or demonstrated success in continuing ADFS studies is also preferred.

A Diploma of Financial Services (DFS) is a plus.

Must have an advanced understanding of Microsoft Word and Excel software.

Can effectively interact with client financial planners – verbal and written.

Has strong financial and analytical skills, and keen attention to detail.

Can work within a team environment while also meeting individual targets.

Must be knowledgeable, professional, helpful, and flexible.

Willing to be assigned in Subic Bay Freeport Zone.

Requirements

• Minimum education level: Bachelor´s Degree
• 1 year of experience
• Language(s): English
• Availability to travel: Yes
• Availability of change of residence: Yes

More than 30 days ago

About DBA Global Shared Services Inc. (DBA Advisory)

DBA Global Shared Services Inc (“DBA”) is a premium outsource provider of labor and technology for businesses in Australia.

DBA is a B2B (business to business) aggregated financial services and technology group focused on delivering web-based solutions. Our Philippine Office is based in the Subic Bay Freeport Zone and operates as an Offshore Business Process Outsourcing (BPO) Center.

As a shared service center for Finance, Global Business Services, IT and call center...

DBA Global Shared Services Inc (“DBA”) is a premium outsource provider of labor and technology for businesses in Australia.

DBA is a B2B (business to business) aggregated financial services and technology group focused on delivering web-based solutions. Our Philippine Office is based in the Subic Bay Freeport Zone and operates as an Offshore Business Process Outsourcing (BPO) Center.

As a shared service center for Finance, Global Business Services, IT and call center services, DBA provides accounting, reporting, profit and loss, cost, reconciliation, MIS, risk control, information technology and operations services to businesses worldwide.

Our Philippine operations are rapidly expanding to keep up with international demand and we are constantly searching for dedicated professionals interested in a long term career.

Branches:

DBA Subic - Block 2, Lot 79 Waterfront Road, corner Washington St, Subic Bay Freeport Zone, 2200 Zambales

DBA Bataan - 2nd floor, unit 202-205, Casa Legre Arcade, Capitol Drive, Brgy. San Jose, City of Balanga, 2100 Bataan

DBA Tarlac - 2nd Floor, Aquino Center and Museum, Luisita Access Road, San Miguel, Tarlac City, 2301 Tarlac

DBA Clark - Clark Tech Hub-2 GF Unit Loc. B2-110a SM City Clark, MA Bgy. Malabanias, Manuel A. Roxas Hwy, Angeles, Pampanga 2009