Area：All Cities
Industry Category：Accounting / Finance
Position：General / Cost Accounting
Department：
Number Of Recruits：several
Nature Of Work：Full Time
Gender Requirements：Male
Marriage Requirement：No marital status restrictions
Education Level： College Diploma
Work Experience：No work experience restrictions
Age：Above 18 years old
Salary Package：Negotiable
We are seeking enthusiastic individuals who possess knowledge in financial and investment concepts who are looking to acquire knowledge and develop an exciting career in the Australian Financial Services industry. The successful candidates will acquire various technical knowledge, skills and understanding of the Australian financial planning process.
DUTIES AND RESPONSIBILITIES The role will report to the Technical Services Manager. Key activities will include:
Maintenance of financial planning software based on client instructions and documents providedReconciliation of portfoliosModelling of Financial Advice per client's instructionGeneration of advice documents (Statement of Advice or Record of Advice) and supporting reports relating to the adviceDrafting of advice documents based on client instructionsJOB REQUIREMENTS We are looking for a candidate who:
Possesses at least a Bachelor’s/College Degree in Finance/Accountancy/Banking or equivalentAre knowledgeable in Australian Financial and Investment conceptsHave experience in using Xplan Financial Planning softwareAre self-motivated with an appetite to learn new skillsAre well organized, detail oriented, proactive and analyticalPossess excellent written and spoken communication skills in English Applicants must be willing to work in Ortigas, Pasig City.Why Join Us We are an Outsourcing Company that offers the following benefits and incentives:
Above industry salary packages (Php40,000 to Php55,000 - dependent on experience and skills)Day ShiftPerformance BonusesHMO CoveragePaid LeaveGroup Life Insurance and Retirement BenefitsCareer DevelopmentAdvancement Opportunities