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Financial Planner
Lion 2 Business Process, Inc - Cebu City, Central Visayas

5+ Years Experience

Lion 2 Business Process, Inc
With business certificates
Cebu City, Cebu

Posted on : July 19, 2017
Job ID : 246239

Details
LION 2 BUSINESS PROCESS, INC is an Australian Company that has set up a BPO in the Philippines. Our company assists with financial planning tasks for customers in Australia, We carry out the back end tasks e.g. Research Calls, Fact Find, R0As, SOAs, Report Generation etc.

We have an office in India and in Philippines located in BGC, Taguig City and we were just open another branch in Cebu City with initial 8 Financial Planning Associates. In the meantime, our Cebu branch is located at JDN Square, P. Remedios St. along A. S. Fortuna St, Mandaue City, Cebu, but after 8 weeks, our Company will be transferred to its permanent office in Ayala Center Cebu (ACC), Ayala Road, Cebu City.

We reward our staff with above rate salary, non taxable allowances, medical and dental insurance,midyear and annual bonus, education support, travel, birthday treat, gifts, etc.

We are fast growing, enthusiastic, motivated team who enjoy our work and love to keep learning.

Qualification:

• Graduate of Bachelor Degree preferably Finance or Accounting.
• Clear overview of the Australian Financial Planning Industry;
• Must have experience in writing SOAs & ROAs using softwares such as Xplan, COIN, DraftOnline, AdviserLogic, Midwinter and others.
• Holder of a Diploma of Financial Planning (Financial Services) is a plus or willingness to undergo training and obtain necessary certification such as the Diploma of Financial Planning (RG-146);
• Excellent verbal and written communication skills in English.
• Keen attention to details.
• Result driven.

Job Description:

• Reviews client’s financial documents and personal details including the financial goals and objectives.
• Assists advisers to develop strategies and steps to attain the financial goals and objectives.
• Performs research for appropriate financial products.
• Creates Statements of Advice using the information gathered from clients’ personal data, financial details and financial objectives including the relevant financial products.
• Ensures that the Statements of Advice are compliant within the industry and legislative standards of the Australian Securities and Investment Commission.
• Ensures that the Statements of Advice are submitted within the standard turnaround time of the Company.
• Submits the Statements of Advice to Australian advisers for client presentation and implementation of the strategies.
• Creates and maintains relevant documentations for client reviews, product applications and financial modelling as required.