Job Description

WHEN WAS THE LAST TIME YOU HAD FUN AT WORK?


If you're a talented individual who loves challenges, be part of our growing team as a Paraplanner now!


What's in it for me?

  • Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break
  • Be part of a Young, Motivated and Agile company
  • Grow! Learn! Guide! While having FUN!


What are the proficiencies expected of me?

  • College graduate (BS Engineering, BS Mathematics, BS Statistics, or Equivalent)
  • Experience in writing documents (legal, finance, banking, engineering and other related fields) is a plus!
  • ABSOLUTE attention to details
  • Strategic problem solver; logical thinker; strong analytical/research skills
  • Excellent communication and interpersonal skills
  • Excellent report writing skills; high level of English proficiency
  • Ability to work independently and meet target submissions/due dates
  • Excellent time management skills
  • Intermediate to proficient skill level in: MS Outlook, Excel, Word and PowerPoint


What are the things expected of me?

  • Produce professional, high quality, accurate and compliant advice documents with appropriate strategic & investment recommendations with the use of designated/required financial planning software
  • Prepare compliant advice support documents
  • Ability to understand and compare basic money management options
  • Prepare accurate financial modelling and compare different financial planning modelling scenarios with the use of the designated/required software
  • Liaise efficiently and clearly with clients (advisers) to obtain needed information and to notify them clearly regarding the progress status of the requested document
  • Completion of allocated work within the specified time frames (meeting target submission and due dates)
  • Provide technical support to clients
  • Build solid relationships with each client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, etc.)
  • Actively contribute to our positive and dynamic team culture


If you're a talented individual who loves challenges, BE PART OF OUR GROWING TEAM and APPLY NOW!


For more information about our company, visit our website: http://qwrk.com.au


Job Details

Role Level: Entry-Level Work Type: Full-Time
Country: Philippines City: Metro Cebu Central Visayas
Company Website: http://www.qwrk.com.au Job Function: Finance
Company Industry/
Sector:
Financial Services

What We Offer


About the Company

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