...Paraplanner
Location: Cebu
Shift: 7AM - 4PM Monday - Friday
Arrangement: Onsite
Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches...
...The firm has an office located in Cebu IT Park with a team of 6 at this current location.
The firm is seeking an experienced Paraplanner with comprehensive knowledge of Xplan and or Adviser Logic.
Key Responsibilities Include:
# Analysing client data on file to...
...WE ARE HIRING PARAPLANNERS! ENJOY A SIGN-ON BONUS!
Do you have experience as a Paraplanner supporting an Australian Financial Planning company?
Do you enjoy preparing Records of Advice (ROAs) and Statements of Advice (SoAs)?
Are you proficient in XPlan?
If it'...
...?
Are you proficient in XPlan ?
Have an interest in Financial Planning implementation , handling SoAs or even becoming a Paraplanner in the future ?
If you're committed to growing your career in AU Financial Planning, we want you!
About the Role:
You will...
VA Platinum Pty Ltd Inc.
Cebu City
3 days ago
...?
Are you proficient in XPlan ?
Have an interest in Financial Planning implementation , handling SoAs or even becoming a Paraplanner in the future ?
If you're committed to growing your career in AU Financial Planning, we want you!
About the Role:
You will...
...candidate will understand Financial Planning Strategies and can work closely with the Financial Planners to write up and talk to Paraplanners about strategies for an SOA.
Assist with collecting, implementing, and following up on insurance applications - Supporting...
...VAs
Executive Assistants
Digital Marketing Specialists
Project Managers
Mortgage Parabrokers (anywhere in the PH)
Paraplanners
Your application will include the following questions: What's your expected monthly basic salary?
How many years' experience...
VA Platinum Pty Ltd Inc.
Cebu City
3 days ago
...Other Cebu-Based Career Opportunities:
Financial Planning VAs
Mortgage Broking VAs
Executive Assistants
Digital Marketing Manager
Project Managers
Virtual Assistants
Mortgage Parabrokers (anywhere in the PH)
Paraplanners (anywhere in the PH)...
...PowerPoint knowledge
What are the things expected of me?
Work with your assigned client as a professional representative of SMSF Paraplanners
Set up client files
Collect data accurately on behalf of our clients- this may include phoning, investigating online and...
...Cebu-Based Career Opportunities:
AU Accountants/Bookkeepers
Financial Planning VAs
Mortgage Broking VAs
Executive Assistants
Digital Marketing Specialists
Team Leaders
Project Managers
Mortgage Parabrokers (anywhere in the PH)
Paraplanners...
...VAs
Executive Assistants
Digital Marketing Specialists
Project Managers
Mortgage Parabrokers (anywhere in the PH)
Paraplanners
Your application will include the following questions: What's your expected monthly basic salary?
How much notice are you...
VA Platinum Pty Ltd Inc.
Cebu City
3 days ago
...impressive systems.
Other Cebu-Based Career Opportunities:
Financial Planning VAs
Mortgage Broking VAs
Executive Assistants
Digital Marketing Specialists
Virtual Assistants
Paraplanners
Parabrokers
Mortgage Parabrokers (anywhere in the PH)...
...Cebu-Based Career Opportunities:
AU Accountants/Bookkeepers
Financial Planning VAs
Mortgage Broking VAs
Executive Assistants
Digital Marketing Specialists
Team Leaders
Project Managers
Mortgage Parabrokers (anywhere in the PH)
Paraplanners...