Financial Planning Support

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 instructions

 JOB 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

TD OUTSOURCING PHILIPPINES (TDOP) delivers a range of business processing services to its offshore clients based in Australia and New Zealand.Operating primarily in the professional arena, TDO provides services to accountants, lawyers and financial planners. Services are also provided for clients in the IT and travel industries. Our current services to clients include document preparation, accounting, transcription, IT support, database management and copy typing.TDO’s Manila team provide the skills, initiative and dedication to deliver first class services. We provide a flexible and scalable resource providing the means for our clients to leverage their growth opportunities. This provides variety and opportunity to be involved with new projects, new services and new clients.Come and join our team!Product & ServicesTD Outsourcing (TDO) is part of the Hong Kong based outsourcing group, TDO Group . The services are exclusively performed in Pasig City, Philippines.TDO offers a full range of Business Process Outsourcing services (BPO) that enable their clients to rationalize their own infrastructure and create the platform for manageable growth beyond traditional limitations.