Paraplanner

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TYPE OF WORK

Full Time

WAGE / SALARY

33000

HOURS PER WEEK

TBD

DATE UPDATED

Jul 9, 2020

JOB OVERVIEW

Seeking experienced paraplanner with proven track record producing SoAs for Australian clients to join an ever growing and flexible outsourced paraplanning company in Cebu. We have been around for 5 years and have a Cebu and Australian operation. At our peak we have been writing 250 SOAs per month. We want to work hard but also we like to be in touch with everyone every day and have some balance. Flexibility offered for the right candidate!

Software Experienced required:
- XPLAN
- Excel
- Word

Technical Experience required:
- Insurance inside and outside super
- Superannuation
- Investment
- SMSF (desired but not essential)

Education requirements:
- Degree qualified from Uni
- DFP minimum
- 2-3 years + paraplanning experience working for Australian clients

Excellent remuneration offered for the right applicant and the ability to commence immediately.

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