Financial Planning Assistant Vacancies at Approved FP

Job vacancies posted on: 9 months ago

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We are hiring for the position of Financial Planning Assistant with full time working hours for our company office, Approved FP, for residents of Cebu (Cebu City) & Cebu (Others) and its neighboring areas.

Candidates with expertise in Accounting/Finance & Banking/Financial and at least a Bachelor's/College Degree, Post Graduate Diploma/Master's Degree, & Professional License (Passed Board/Bar/Professional License Exam) or higher are highly needed. The candidates criteria we are looking for must be trustworthy and disciplined, because our business values a professional and competitive work environment.

Our company provides a competitive salary range of ₱30,000 - ₱42,000, which can be adjusted at the discretion of HRD in our company. This range naturally varies depending on how proficient the candidate credibility can be offered.

We are pleased to announce that our company, Approved FP, is currently open recruitment for candidates who are interested in joining our office company as a Financial Planning Assistant.

Job Info

Company	Approved FP
Position	Financial Planning Assistant
Region	Cebu, Cebu (Cebu City)
Career Level	1-4 Years Experienced Employee
Work Experience	3 years
Qualification	Bachelor's/College Degree, Post Graduate Diploma/Master's Degree, Professional License (Passed Board/Bar/Professional License Exam)
Type of Work	Full-Time
Minimum Salary	PHP 30.000
Maximum Salary	PHP 42.000

Job Highlights

FIXED DAYSHIFT SCHEDULE MONDAY TO FRIDAY

WORK FROM HOME FLEXILITY WITH WEEKENDS OFF

TWO WEEKS CHRISTMAS BREAK

Job Description

Would you like to;

Take your career in Australian Financial Advice to the next level?

Work direct with a leading Australian financial planning business?

Get back your work life balance and avoid / limit the daily commute?

This is a full-time / contract position work-from-home.

About the Role

We are hiring an experienced Financial Planning Assistant to work with our financial advisers in Australia and provide back-office administrative support.

We are looking for the best of the best!

Responsibilities

Setting up information and managing financial planning CRM;

Preparing reports and documentation for client meetings;

Liaising with financial institutions, banks, and fund managers;

Research insurance and superannuation products;

Document preparation based on specific advice from Statements or Records of advice;

Implementation of financial advice once advisers have presented to clients;

Transcribing voice-recorded file notes;

Other administration tasks as required working as part of a busy financial advice team.

Requirements

A degree / diploma in Financial Planning, Business Administration or equivalent;

Have at least 3+ years’ experience in Financial Planning working for an Australian firm in a similar role;

Good command of English and have excellent communication skills;

Analytical and have high attention to detail;

Have experience in any financial planning software such as Xplan with experience using Plutosoft preferred but not essential.

Benefits

Work Monday to Friday only (fixed dayshift schedule and weekends off)

Direct to Australian firm with flexibility to avoid travel to and from the office.

Leading compensation for the right experienced candidate

2 weeks paid vacation in December

Personalised learning & development program, coaching and mentoring by qualified and experienced professionals.

Office/Company Address

Country	Philippines
Region	Central Visayas
City	Cebu (Cebu City)
Map	Google Map

Country	Philippines
Region	Central Visayas
City	Cebu
Map	Google Map

Benefit

Great Support Team
Flexible Working Arrangements
Competitive Pay

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Company Description

We are a leading Australian Financial advice business looking to hire the best Philippine based talent to join our team of exceptional professionals.

We specialise in goals based financial planning advice for late accumulators as well as pre retirement and retirement.

Our Values

We always:

•Work for our customers

We work extremely hard to continually evolve our service offer to exceed the expectations of our valued clients. We help our clients create their best lifestyles and are paid via transparent flat fees.

•Do the right thing

We act responsibly, ethically and with integrity, compassion, empathy and without ego. Doing so allows us to invest in the growth of our people and our company, as well as to foster positive relationships in our community.

•Be innovative, learn fast - move fast

We relish challenges and solve problems with initiative and creativity. If it’s broken, we fix it. If not, we improve it. We are always open to new ideas and adapt to change without complaint.

•Reward and recognise achievement

We focus on results and on progress, celebrate the achievements of our clients and the success of our business and our staff. We always recognise and reward team and individual contributions.

•Collaborate

We share information, ideas and resources and take action as part of a team effort. Communicating openly and directly, we are able to welcome and respect each other’s unique contributions and believe we are stronger with collaboration.

•Empower and trust

We empower our people with responsibility, accountability and authority whilst giving them the capacity to delegate with guidance and support. By nurturing our values for leadership, ownership and extraordinary effort, we foster pride in everything we do.