Job Description
About Us Outsourced.ph is a leading ISO certified Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1000 talented professionals.
About the Client (AU) In 1999, the client founded the financial planning company in Australia. The company expanded and incorporated, and in 2006 the client was issued with its own Australian Financial Services Licence (AFSL) to advise and deal, but continued to trade under the established and respected name.
Responsibilities - To obtain the necessary data input information for Statement of Advice/Record of Advice construction. Sources of input include Fact Finds and detailed Financial Planner notes.
- To liaise with the relevant Financial Planner for any additional information relevant to the client’s objectives, strategy or other related matters.
- To ensure that all Statements of Advice/Record of Advice prepared for clients concur with ASIC requirements, as well as providing Compliance report to the business.
- Where appropriate, provide constructive comment on the formulation of strategies and Statement of Advice for existing and prospective clients, as well as providing technical support to the Financial Planners.
- As required input and analyse various strategies using planning software to assist in Financial Planner recommendations for existing and prospective clients.
- To submit the first draft of the Statement of Advice/Record of Advice in a timely manner to the Senior Paraplanner. Senior Paraplanner to proof read and check calculations first before submitting to the Financial Planner.
- To make alterations to the first draft, then submit to Senior Paraplanner who will print for subsequent presentation by the financial planner.
- To ensure ongoing review of all Paraplanning processes and procedures is undertaken along with a view to possible amendments and enhancements.
- Achievement of individual Key Performance Indicators (KPIs) set in conjunction with management
General Skills - Learn how to use Plutosoft which is our CRM and Statement of Advice/Record of Advice generation software.
- Research and investigate other financial planning modelling software packages that you feel are relevant to assist with the preparation of Statements of Advice.
- The role requires the incumbent to achieve the following outcomes:
• Updates are completed in a timely manner;
• Problems are identified and action taken to resolve;
• Ensure all Financial Planners are aware of changes to software (if applicable).
Technical Skills - Be proactive in researching and improving your technical knowledge in various financial
planning areas, in particular, superannuation, allocated pensions and Centrelink. - Wherever practicable, to attend both in-house and external Fund Manager seminars which
focus on technical based training. Senior Paraplanner to coordinate.
Other Responsibilities - To assist in other tasks and responsibilities as instructed by management and/or Financial Planners and Senior Paraplanner.
- To prepare Risk Insurance quotes as requested by Advisers.
- Other duties as directed.
Key Selection Criteria - Demonstrate a willingness to be proactive in all professional work dealings and be prepared to continually contribute to business operations.
- To be detail focused and strictly adhere to timelines
- Excellent written communication skills.
Work Schedule (Dayshift) - Monday to Friday (7AM-4PM; Manila Time)
Work Setup (Onsite and candidate's site preference) - Open to the following sites:
- Quezon City (Eastwood/SM North/Bridgetowne)
- Alabang (Filinvest City)
- Pampanga (Clark)
- Cebu
By clicking on the "I'm Interested" button I hereby allow Outsourced Quality Assured Services, Inc. ("Outsourced") to store and collect my personal information for the purposes of employment application. As such, I agree and authorize Outsourced to collect, store, or continue to use my personal information for the above-stated purpose, and to retain my personal information for a period of 1 year, and for these purposes only.
