Urgent Hiring: Paraplanner, Virtual Assistant & Mortgage Broking Assistant

NOTE: APPLICANT WHO FAILS TO FOLLLOW INSTRUCTIONS WILL BE AUTOMATICALLY REJECTED. CAREFULLY READ AND UNDERSTAND THE JOB DESCRIPTION AND THE REQUIREMENTS NEEDED.

AWAYTEAM is in need of a full-time, talented, dedicated, and skilled Paraplanner, Virtual Assistant & Mortgage Broking Assistant . The candidate has to be highly organized who works quickly, efficiently and creates structure.

DUTIES:

- The key word to this approach is efficiency.
- Staff neeeds to provide full assistance to direct report's workload.
- Dire need of a Paraplanner (or qualified Financial Planner) who would be able to do data entry into Adviser Software, be able to vet a file in order to understand what information is required based on the summary strategy that the direct report is proposing.
- Constant communication with direct report and prompt timing of work.
- Staff would have higher employment chance if they were able to create Advice Strategies, Insurances, Quotes, Recommendations, Investment Strategies, Cashflow and Debt Management.
- Staff is required to be capable of putting this information together to create a Statement of Advice. This can ALL be done in the software. Implementation after a client is going ahead with the advice is fairly easy, a lot of it is controlled by the Product Providers, some work may be required.
- Mortgage Broking would be a bonus for the staff to have but may branch out further and employ one specialised in this area alone.
- Staff would be doing data entry into the system, required document checklists, vetting files for what’s required, quoting different banks in SymmetryCRM software, providing scenarios based on findings for recommended banks based on situations and then providing servicing and calculators for affordability and bringing a file from start to finish.
- Running scenarios past BDM’s and understanding which products are for what type of loan and customer. Again, communication is key. Being able to do paperwork leading up to settlement and providing me constant feedback on files is paramount.

QUALIFICATIONS:

Diploma of Financial Planning (RG146 Compliant) OR 3-5 years of Paraplanning experience
Bonus - Cert 4 Mortgage Broking
AML - If required for offshore
AdviserLogic Software Familiarity
SymmetryCRM Software Familiarity
Super/Insurance/Bank/Investment Provider Familiarity - APL Matrix to be provided

INCENTIVES:

KPI & Workload Bonuses To be Discussed

REQUIREMENTS:

- Line of Communication
- Printer/Scanner(PDF)
- Security
- Office Supplies etc
- Be loyal, honest, courteous, well spoken and well mannered at all times.
- Being reliable and honest with at all times.
- Good work ethics.
- Work fast and efficiently (don't like dawdlers).
- Enjoy what you do and a passion to learn more.
- Be able to handle several different projects
- Excellent oral and written English communications skills
- Results oriented
- Has a Can-Do attitude
- Problem solver and pays attention to details
- Solid DSL connection (wired and at least 2mbps speed)
- Reliable working computer
- Available and willing to work full-time between 7:00 AM to 4:00 PM (Philippine time)

Compensation Plan:

- DOE
- Regular and prompt bi-monthly salary
- Benefits (SSS, PhilHealth & PAGIBIG)
- Paid leave (after 1 year in service)
- 13th month pay

Interested applicants please reply with the following details to Upgrade to see actual info below:

On the subject line, please indicate the TITLE OF THE POSITION and your full name.

1. Attachment of your updated resume
2. Skype ID
3. Salary expectation