Philippines Job Openings
TOA Global
Paraplanner (Onsite | Manila)
Mandaluyong City
FULL TIME
November 3, 2024
PARAPLANNER
Location: Mandaluyong
Shift: Monday to Friday, 7 AM to 4 PM PH Time
Arrangement: Onsite, Full Time
Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.
About this role…
The Paraplanner has responsibility for developing comprehensive advice documents for Planners/Advisers that are tailored, researched and technically accurate, and valuable to the client experience.
Key Responsibilities:
BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.
KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.
BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.
DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.
Visit us at: https://careers.toaglobal.com/
Join TOA Global and experience the difference!
We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.
Job Types: Full-time, Permanent
Pay: From Php80,000.00 per month
Location: Mandaluyong
Shift: Monday to Friday, 7 AM to 4 PM PH Time
Arrangement: Onsite, Full Time
Unlock your potential! At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.
About this role…
The Paraplanner has responsibility for developing comprehensive advice documents for Planners/Advisers that are tailored, researched and technically accurate, and valuable to the client experience.
Key Responsibilities:
- Handle administrative, implementation and other support tasks for the Financial Planning team
- Prepare and maintain client files on Xplan and on FYI Docs (as per the Service Standards)
- Assist with preparation of client meeting agendas and review packs
- Knowledge of and comprehension of plans and strategies for wealth creation and wealth protection, retirement planning, etc.
- Assist with preparation of strategy summaries, development of wealth creation and/or retirement planning strategy
- Assist with client personal risk assessment and providing recommendations on insurance options
- Prepare Statements of Advice (SOAs) and Records of Advice (ROAs)
- Assist with implementation of client recommendations where required
- Support FP team with client reporting, liaising with third parties (such as platforms, fund managers etc.)
- Review other documentation prepared by the admin team (eg. FDS, Client Service Agreements, monthly reports, etc)
- Knowledge of relevant current Australian Income Tax Law, FPA Standards and Ethics, Corporations Law, Centrelink and social welfare requirements etc.
- Prepare long-term cash flow projections and models, and other financial modelling as required
- Maintain and update model portfolios
- Other responsibility: Champion User of; Docusign, Xplan and Campaign Monitor
- At least 3 years of experience as a Paraplanner
- Degree in any Finance related course
- Graduate of Diploma in Financial Planning or Postgraduate in Financial Planning, preferred not required
- Excellent communication skills
- Good attention to detail
- A competitive salary
- Health Insurance, and Life Insurance coverage
- 21 annual paid leaves
- Annual increase (Annual Performance Review)
- Tenure Recognition Program
- Access to certifications and courses from Ab2 Institute of Accounting
- 20+ options of free coffee and chocolate drinks
- Billiards, table tennis, or foosball in our breakout room
- Work-life balance and logging off on time for you to enjoy more personal time.
- A genuinely diverse, caring, supportive and high achieving team environment.
- Ongoing training, development and career progression opportunities
- Free & conveniently located onsite parking.
BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.
KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.
BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.
DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.
Visit us at: https://careers.toaglobal.com/
Join TOA Global and experience the difference!
We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.
Job Types: Full-time, Permanent
Pay: From Php80,000.00 per month
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