Financial Planner / Paraplanner

Mysubicbay; Olongapo, Angeles; On-site; Full time

Job summary

A financial advisory firm is seeking applicants for a client services role requiring a degree in finance or related fields. Ideal candidates should have 1-3 years of experience in paraplanning and demonstrate excellent communication and organizational skills. Fresh graduates are welcome to apply. The job is based in Olongapo, requiring relocation to Subic Bay Freeport Zone. The deadline for applications is September 22, 2017.

Qualifications

• At least 1 – 3 years experience in paraplanning or client services role.
• Practical skills in preparing advice documents (SOA).
• Ability to work under pressure and meet deadlines.

Skills

Excellent written and verbal communication

Client management

Strong financial and analytical skills

Organizational skills

Time management

Education

Graduate of 4 - 5 year course in Finance or related field

RG 146 Certification

Diploma of Financial Planning

Tools

XPLAN

Coin

Midwinter

Microsoft Excel

Microsoft PowerPoint

Job description

Graduate of 4 – 5 year course, preferably in Major in Financial Management, Business, Banking and Finance and Economics; Diploma of Financial Planning, RG 146 Certification is a plus; At least 1 – 3 years experience in paraplanning, client services role with practical skills in preparing advice documents(SOA); Excellent written and verbal skills with affable client interaction; Highly evolved organizational skills suitable for managing work flow and supervising staff; Operational experience in XPLAN, Coin and Midwinter; Superior knowledge in Microsoft, Excel and Powerpoint; Excellent in Client Management, able to meet deadlines, perform multiple tasks efficiently and can work under pressure; Show confidence yet in a humble manner when dealing with clients, firm financial advisors and wealth managers; Strong financial and analytical skills, diligent attention to details and strong time management skills; Fresh graduates are welcome to apply; Candidates must be willing to relocate to Subic Bay Freeport Zone or SM City Clark Tech Hub 2.

Note

Applicants are advised to register at the Receiving Section, Subic Gym on/before SEPTEMBER 22, 2017 before proceeding to the DBA Global Shared Services, Inc. office located at Level 3 Formosa Tower, Manila Avenue, Subic Bay Freeport Zone, from Monday to Friday, 7:00pm to 4:00pm and look for MS. ARACELI GUTAY.

Closing Date

September 22, 2017

Examination / Interview

To Be Announced