Financial Para Planners Open for FRESH GRADUATES Full Time
JOB DESCRIPTION
Go-Va provides clients based in Australia with offshore employees. We are managed operations, not a BPO. You will work in the Go-Va office in Cebu and have direct contact with your Australian company on a daily basis who will train you in their policies and procedures. Go-Va management on site is there to support you and we provide you with many benefits.
- A paraplanner’s role is to provide quality and compliant Statements of Advice and Records of Advice for Financial Planners, ensuring the content of the plan is relevant, valuable and appropriate for the client.
- A paraplanner must be competent in financial advice strategies and industry regulations, and be well-informed on products and services available in the market. They must have a high level of skill in financial planning software to construct SOAs and ROAs.
- A paraplanner is required to display a high level of technical competency, problem-solving skills, attention to detail, initiative and organizational skills.
Purpose:
- Develop and construct quality and compliant comprehensive advice documents for Planners that are tailored, researched and technically accurate, and valuable to the client experience
- Managing quality and compliance of advice documents prepared
Main Duties:
- Preparing advice documents, including (but not limited to) Statements of Advice, Records of Advice and Value Propositions, ensuring compliance with industry regulations regarding financial advice
- Adhering to budgets for produced documents
- Ensure turnaround times and deadlines are appropriately managed
- Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document. Eg product comparisons, insurance analysis and quoting, contacting funds for information
- Prepare advice in accordance with Best Interest Duty obligations and procedures
- Ensure advice is prepared in accordance with our licensee policies and guidelines
- Manage relationship with other paraplanners and virtual assistants to ensure consistent delivery of services, within agreed timeframes and fee agreements
- Liaising with Senior Paraplanners and Financial Planners to determine strategic outcomes to be demonstrated in advice documents
- Performing quality and compliance reviews of advice documents, internally and externally, to ensure high levels of quality are maintained
- Complete projects identified for the overall team to enhance services within the team or wider business
PERSONAL ATTRIBUTES
- Conscientious
- Attention to detail and efficient
- Autonomous worker
- Solution-focused and motivated
- Achieving results/success with a low error rate
- Working within a team environment
- Willingness to learn
- Able to cope with:
- High work ethic
- Competing priorities and stakeholders
- Repetitious nature of work
QUALIFICATIONS
- Degree in Accounting/ Commerce/ Finance/ Maths
- Minimum DFS and RG146 is desirable
- Ability to meet current professional development requirements
- Standard background checks including but not excluded to criminal history, bankruptcy, ASIC
If you believe you’re the right person for this role APPLY NOW at http://www.go-va.com.ph/application-form/.
(Please make sure that you have answered our online application )
Salary is negotiable based on skills years of experience.
Interview and Assessment will be at: GO Virtual Assistants, Inc. 8th Floor Gagfa Tower, F. Cabahug Road, Mabolo, Cebu City (We are located next the Sykes Building)
Successful candidates will be working at Centro Fortuna 869 A. S. Fortuna St, Mandaue City, 6014 Cebu
We look forward to hearing from you.