Paraplanner
Cebu City, Cebu
Posted more than 30 days ago
- Company:
- Koruna Assist Back Office Solutions Inc.
- Company Description:
- KORUNA ASSIST is a start-up virtual assistant business looking for new team members. The company is a sole proprietorship with Petra Novakova as the founder. KORUNA ASSIST is a registered and standard virtual assistant services company that is based in Australia, Sydney with an office facility in a busy business district in Cebu where we intend to coordinate all our freelancers!
- Contract Type:
- Permanent
- Experience Required:
- 2 years
- Education Level:
- Bachelor’s Degree
- Gender:
- Any
- Number of vacancies:
- 10
Job Description
Office: Keppel Center Cebu, Cebu Business Park, Brgy. Luz, 6000 Cebu City (Temporary in WFH set-up due to pandemic but is an office-based company)
Working Hours: Regular hours, Mondays-Fridays, 7 am–4 pm (fixed day-shift and weekends off).
Ultimately, you are responsible for compiling financial planning recommendations and researching financial and insurance products to support recommendations, and you should be able to handle administrative tasks and deliver high-quality work under minimum supervision.
Benefits and perks:
200K HMO w/ Dental Coverage
Free Maxicare Dependent and Annual Physical Check-up
Competitive Salary (6-month increase and yearly appraisal)
Optical Perks
Miscellaneous allowance
Incentives + Bonuses
Quarterly Performance Bonus
Perfect Attendance Rewards
20 paid days off + Birthday Leave
2 weeks paid off over Christmas
Complete WFH set-up and internet subsidy (for applicants within Metro Cebu only)
Fun Fridays
Positive work culture
Training and development opportunities
Job Qualifications:
Open for applicants anywhere in the Philippines (Non-negotiable: must have own equipment and stable connection for applicant outside Cebu)
Finance Background is a must
Independent, outgoing, fast learner, and excellent communication skills
Strong attention to details
At least 1-2 years of working experience in the related
Must have at least a Bachelor's/College Degree in Finance, Accounting, or Banking or equivalent.
1-4 years of experience as a specialized employee in financial services or equivalent.
Job Responsibilities:
Prepare compliantly and as per the standards for Statement of Advice, Investment Portfolio Review Statement of Advice, and Record of Advice documents utilizing designated Financial Planning Software (Coin and Xplan).
Perform accurate financial modeling and compare different financial planning modeling scenarios utilizing the designated financial planning software
Prepare Product Comparison Checklists when requested.
Liaise efficiently with clients (financial advisors) to obtain any missing information from job requests.
To follow and complete required workflow management systems and completion of tasks within specified time frames.
To provide compliance advice to clients where the client's documents are not compliant.
Perform accurate financial modeling and compare different financial planning modeling scenarios utilizing the designated financial planning software.
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