Paraplanner

2 weeks ago

Cebu City, Philippines WrkPod Full time

Ideal Candidate Profile The Paraplanner provides high-quality technical support to financial advisers by preparing compliant Statements of Advice (SoAs), Records of Advice (RoAs), and related documentation. This role involves conducting research, financial modelling, and compliance checks to ensure strategies are accurate, effective, and aligned with client goals and regulatory requirements. Requirements Minimum of 2 years’ experience as a paraplanner or in a technical financial planning role. Candidates MUST HAVE previous experience supporting an Australian client or employer. Strong knowledge of superannuation, investments, insurance, retirement planning, and tax considerations. High attention to detail with the ability to apply compliance requirements accurately. Strong research and analytical skills. Proficiency with financial planning software. Additional Information Work location: Cebu City site Starting salary: ₱45,000 and above Working hours: 7:00 AM – 4:00 PM Philippine Time #J-18808-Ljbffr

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    2 hours ago

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