Experienced Para Planners Full Time
JOB DESCRIPTION
Go-Va provides clients based in Australia with offshore employees. We are managed operations, not a BPO. You will work in the Go-Va office in Cebu and have direct contact with your Australian company on a daily basis who will train you in their policies and procedures. Go-Va management on site is there to support you and we provide you with many benefits.
Purpose:
- Develop and construct quality and compliant comprehensive advice documents for Planners that are tailored, researched and technically accurate, and valuable to the client experience
- Managing quality and compliance of advice documents prepared
Main Duties:
- Preparing advice documents, including (but not limited to) Statements of Advice, Records of Advice and Value Propositions, ensuring compliance with industry regulations regarding financial advice
- Adhering to budgets for produced documents
- Ensure turnaround times and deadlines are appropriately managed
- Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document. Eg product comparisons, insurance analysis and quoting, contacting funds for information
- Prepare advice in accordance with Best Interest Duty obligations and procedures
- Ensure advice is prepared in accordance with our licensee policies and guidelines
- Manage relationship with other paraplanners and virtual assistants to ensure consistent delivery of services, within agreed timeframes and fee agreements
- Liaising with Senior Paraplanners and Financial Planners to determine strategic outcomes to be demonstrated in advice documents
- Performing quality and compliance reviews of advice documents, internally and externally, to ensure high levels of quality are maintained
- Complete projects identified for the overall team to enhance services within the team or wider business
PERSONAL ATTRIBUTES
- Conscientious
- Attention to detail and efficient
- Autonomous worker
- Solution-focused and motivated
- Achieving results/success with a low error rate
- Working within a team environment
- Willingness to learn
- Able to cope with:
- High work ethic
- Competing priorities and stakeholders
- Repetitious nature of work
QUALIFICATIONS
- Experience in Sunlife Financial Plans / Sun Life Financial/ Caritas Financial Plans/ AAMC Training (for Financial Planning)/ FP Training – Personal Finance Advisers/ Institute of Financial Consultants Philippines is desirable
- Minimum DFS and RG146 is desirable
- Ability to meet current professional development requirements
- Standard background checks including but not excluded to criminal history, bankruptcy, ASIC
If you believe you’re the right person for this role APPLY NOW at http://www.go-va.com.ph/application-form/.
(Please make sure that you have answered our online application )
Salary is negotiable based on skills years of experience.
Interview and Assessment will be at: GO Virtual Assistants, Inc. 8th Floor Gagfa Tower, F. Cabahug Road, Mabolo, Cebu City (We are located next the Sykes Building)
We look forward to hearing from you.