Full-time Php 40-60k Home-based Paraplanner In Need!

Feb 17 '20 KateErin 2549 clicks job

Work Hours: FULLTIME 9am-5pm ACST

PAY:Php 40-60k depending on your experience

This job is an opportunity to work with a company in Australia who helps Australian realise their hopes and dreams through finance while in the comfort of your own home and spend more time with your family

Grab this chance to place yourself in a position to be part of a great company who we have worked with for a long time and has a good history of employing offshore staff.

WHAT YOU WILL BE DOING:

Writing SOA (Statement of Advice) predominantly in risk, super and insurance

Data Entry and Migration to Xplan

Communicating with providers such as Insurance/Super Funds

Preparation and lodgement of documentation and applications

Following up with suppliers on client status/progression

Bi-Weekly updates for clients via emails

WHAT THEY ARE LOOKING FOR:

Excellent written and verbal communication skills

Attentive to details

Results-focused

At least 2 years experience in Paraplanning

RG146 certificate, Advanced Diploma or Masters is an advantage

Thank you.

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