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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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