- Location
- PH
- Workplace
- Hybrid, Onsite
- Type
- Full-time
- Closing date
- Today
- Source
- Vincere
Description
Are you keen to grow your career with a organization that drives digital campaigns and automation for a forward-thinking financial services firm transforming client engagement?
The Opportunity
In this role, you'll embrace the services of specialist solicitors, accountants, bankers, and stockbrokers across the Australia market.
Why join us?
- Proudly Great Place to Work® certified
- Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
- Grow with stability: 100+ in our 10-Year Club by 2025
- Dynamic talent network: 2,000+ across APAC and beyond
- Competitive compensation with annual reviews
- Comprehensive medical care for you and your family
- Generous paid leave because work-life balance matters
- Level up with LinkedIn Learning and tailored training
Staff Testimonial
“Working for the best client and loving what you do makes everything enjoyable at work.”- Senior Broker, ASW Philippines.
What You’ll Do
- Develop financial strategies to meet client’s objectives based on the existing situation of clients.
- Work with the Client Service Manager and Advisers to prepare the financial strategy based on the information provided and research completed.
- Required to prepare Compliant Advise Documents (SoA, RoA) using Xplan
- Ad-hoc completion of basic administrative tasks and updating client information via Xplan
- Conducting research for investment/insurance recommendations while working closely with Fund Managers, Insurance/superannuation/Platform Providers
Key Criteria
- MUST have a min of 2 years of working experience as a Paraplanner
- Ability to develop a working knowledge of the Australian Superannuation, Financial Planning and Taxation System.
- MUST have experience using Xplan
- Comprehensive verbal and written English skills.
- Driven, proactive and able to work independently.
Work setup
- Manila (BGC, Taguig): Australian hours (6am–3pm PH local time) with onsite for first 2 weeks and transition to hybrid (once a month onsite)
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