10 April 2021
Financial Planner/Paraplanner (Australian Background)

Overview:

Beepo is a Probe Group company, a full service Australian owned outsourcing company. With 12,600 people and over 15,000 deployed workstations across 6 countries. Making Probe the largest and most diverse Australian owned customer experience outsourcing provider. 
 
Our Beepo office is located in Clark, Pampanga. We provide exceptional workforce support to clients all over the world. Our primary focus is to help businesses grow sustainably with the help of fantastic Philippine talent.
 
You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals. You will be able to apply your skills and innovative thinking to this role. This is an opportunity to grow your career quickly.
 
Duties and Responsibilities:
  • Build strong trusted relationships with advisors and clients
  • Assist in facilitating the implementation of advice and coordinating relevant paperwork
  • Liaise with clients regarding the implementation and management of their portfolios, Including liaising with fund managers 
  • Communicate with clients and respond to client enquiries
  • Data entry into CRM, ensuring Client Records are up to date and reconciling reports
  • Monitor placement of investment advice/strategy until fully implemented
  • Ensure client files in adherence with required quality and compliance standards
  • Identify and support to implement improvements to compliance and financial planning processes
  • General office administration
Qualifications and Experience:
  • Degree in Accounting, Business Management or related
  • At least 2 years of experience related to the role
  • Basic knowledge in Australian Superfund, Life and Trauma Insurance, Income Protection
  • Experience in calling, contacting clients and coordination
  • Proficient in MS Office and Google Apps
  • Ability to adapt to new tools and software
  • Willing to be trained to become a Paraplanner
  • Eager and proactive
  • High attention to detail
  • Strong analytical and numerical skills
  • High level of integrity, confidentiality and discretion
  • Good time management and organisational skills
  • Excellent English communication skills both verbal and written
  • Experience with XPlan software would be an advantage