Technical Paraplanner

Technical Paraplanner – Join a Top Wealth Management Firm

A well-established and successful Wealth Management firm based in Switzerland is looking for a Technical Paraplanner to become part of its growing team in the Philippines. This role is based in our administrative and client servicing hub, where you will work closely with a highly experienced team of financial advisers based in Switzerland.

This is an exciting opportunity for a responsible, detail-oriented, and self-motivated professional to join a dynamic and supportive team. If you have a passion for investments, wealth planning, and working with high-net-worth (HNW) clients, this role offers an excellent career development and growth platform.

Why Join Us?

• Work with a top-tier team of financial professionals serving international clients.

• Gain valuable experience in an investment-focused role with exposure to complex HNW cases.

• Career progression opportunities with full support towards advanced industry qualifications.

• Be part of a dynamic and professional firm that values expertise, innovation, and collaboration.

Key Responsibilities:

1. Support the development and maintenance of client relationships, ensuring high-quality service.
2. Assist in assessing client needs and providing technically accurate advice solutions.
3. Work closely with financial consultants to validate advice, ensuring compliance and best practices.
4. Conduct research and prepare client suitability reports, financial reviews, and investment summaries.
5. Obtain and manage supporting documentation to facilitate financial planning recommendations.
6. Analyze portfolio performance data and prepare reports for client meetings and presentations.
7. Liaise with product providers and intermediaries to manage policy-related issues.
8. Attend client review calls with consultants to expand technical knowledge and expertise.
9. Ensure client records and files are updated and maintained to the highest standard.
10. Assist in mentoring and developing trainee paraplanners as part of a growing team.

What We're Looking For:

1. Proven experience in a paraplanning role within an IFA, wealth management, or financial planning firm.
2. Strong understanding of holistic financial planning, including investments, pensions, trusts, and tax strategies.
3. Experience in preparing suitability reports and client communications across various financial products.
4. High competency in research and provider systems, with a keen eye for detail.
5. Excellent written and verbal communication skills, with the ability to construct clear and concise reports.
6. Proficiency in Microsoft Office and financial planning software.
7. Ability to work independently while collaborating effectively within a global team.
8. Commitment to professional development, ideally with progress towards CII or equivalent qualifications.

A Career with Long-Term Growth Potential

At MWC Group, we believe in investing in our team members. We support career development and further education, including full sponsorship for professional qualifications. This is an excellent opportunity for a driven and ambitious paraplanner who wants to refine their skills and progress towards Chartered Status.

Are you ready to take the next step in your career? Apply today and become part of a company that values expertise, integrity, and excellence in financial planning.